TCW Concentrated Value Fund

Class Inst (TGFFX)
Scorecard
2 / 5 Stars
Lipper
2 1 3 3 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.16 percent over the past year, 12.31 percent over the past three years, 19.20 percent over the past five years, and 5.66 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.7%
1 Year 26.2%
3 Years (Annualized) 12.3%
5 Years (Annualized) 19.2%
10 Years (Annualized) 5.7%

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Summary

The investment seeks long-term capital appreciation. The fund invests (except when maintaining a temporary defensive position) at least 80% of the value of its net assets in publicly traded equity securities of companies with market capitalizations of greater than $3 billion dollars at time of acquisition. It typically invests in a portfolio of 25 to 40 companies.

Fees

Fees are Above Average compared to funds in the same category.
TCW Concentrated Value Fund has an expense ratio of 1.14 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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