| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
3
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#36 in Large Value
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.
Performance
The fund has returned 20.73 percent over the past year, 12.16 percent over the past three years, 4.45 percent over the past five years, and 9.06 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.5% |
| 1 Year | 20.7% |
| 3 Years (Annualized) | 12.2% |
| 5 Years (Annualized) | 4.4% |
| 10 Years (Annualized) | 9.1% |
Summary
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
Fees are Low compared to funds in the same category.
TCW Relative Value Large Cap Fund has an expense ratio of 1.14 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
