1 / 5 Stars
1 1 3 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#323 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.79 percent over the past year, 10.24 percent over the past three years, 16.13 percent over the past five years, and 4.75 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||4.8%|
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 are Above Average compared to funds in the same category.
TCW Concentrated Value Fund has an expense ratio of 1.14 percent.
Risk is High compared to funds in the same category according to Morningstar.