3 / 5 Stars
4 4 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#137 in Large Value
U.S. News evaluated 326 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 23.79 percent over the past year, 13.17 percent over the past three years, 23.88 percent over the past five years, and 7.02 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.3%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||23.9%|
|10 Years (Annualized)||7.0%|
The investment seeks capital appreciation, with a secondary goal of current income. The fund normally invests (except when maintaining a temporary defensive position) at least 80% of the value of its net assets in equity securities of companies with a market capitalization of greater than $1 billion at the time of purchase. 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 Large Cap Fund has an expense ratio of 1.13 percent.
Risk is High compared to funds in the same category according to Morningstar.