4 / 5 Stars
5 5 4 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 330 Large Value 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 21.43 percent over the past year, 16.89 percent over the past three years, 20.47 percent over the past five years, and 7.54 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||7.5%|
The investment seeks to realize a high level of dividend income consistent with prudent investment management; capital appreciation is a secondary objective. The fund invests (except when maintaining a temporary defensive position) at least 80% of the value of its net assets in equity securities of companies that have a record of paying dividends. Equity securities include common and preferred stock; rights or warrants to purchase common or preferred stock; securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures; American Depository Receipts (ADRs); and other securities with equity characteristics.
Fees are Low compared to funds in the same category.
TCW Relative Value Dividend Appreciation Fund has an expense ratio of 0.82 percent.
Risk is High compared to funds in the same category according to Morningstar.