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TCW mutual funds, with more than 50 years of investment experience, offer a wide range of mutual funds catering to both institutional investors and individuals. With assets under management totaling $210 billion as of Dec 31, 2023, TCW offers a diverse range of mutual funds across fixed income, equities and international markets through its MetWest and TCW Fund portfolios. All these attributes position TCW as a compelling choice for investment.
From an investment standpoint, we have selected three TCW mutual funds, which are expected to hedge one's portfolio against any economic downturn and provide attractive returns. Mutual funds, in general, reduce transaction costs and diversify the portfolio without commission charges mostly associated with stock purchases (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
These mutual funds boast a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5,000 and carry a low expense ratio.
TCW Relative Value Dividend Appreciation Fund (TGIGX - Free Report) invests most of its assets along with borrowings, if any, in equity securities of dividend-paying companies. TGIGX generally invests in companies that have leaders who efficiently manage environmental sustainability and social responsibilities with good governance and solid financial resources.
Diane E. Jaffee has been the lead manager of TGIGX since Nov 15, 2001. Most of the fund’s exposure was in companies like Broadcom (4.4%), JPMorgan Chase (3.9%) and McKesson Corp (3.9%) as of Oct 31, 2023.
TGIGX’s 3-year and 5-year annualized returns are 13.3% and 11.9%, respectively. TGIGX has an annual expense ratio of 0.90%. TGIGX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
TCW Relative Value Large Cap Fund (TGDVX - Free Report) seeks long-term capital appreciation by investing in equity securities of large capitalization companies.
Diane E. Jaffee has been the lead manager of TGDVX since Feb 27, 1999. Most of the fund’s holdings were in companies like McKesson Corp (4.3%), Broadcom Inc. (4.1%) and JPMorgan Chase & Co. (4%) as of Oct 31, 2023.
TGDVX’s 3-year and 5-year annualized returns are 11.5% and 11.2%, respectively. Its net expense ratio is 0.90%. TGDVX has a Zacks Mutual Fund Rank #1.
TCW Relative Value Mid Cap Fund (TGVOX - Free Report) seeks long-term capital appreciation by investing its assets in equity securities of companies with a market capitalization range of companies comprising the Russell Mid Cap Value Index.
Diane E. Jaffee has been the lead manager of TGVOX since Jun 29, 2011. Most of the fund’s holdings were in companies like Arch Capital Group Ltd. (4.6%), Popular, Inc. (4%) and Apollo Global Management, Inc. (3.7%) as of Oct 31, 2023.
TGVOX’s 3-year and 5-year annualized returns are 9.1% and 9.7%, respectively. Its net expense ratio is 0.85%. TGVOX has a Zacks Mutual Fund Rank #2.
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3 TCW Mutual Funds for Better Returns
TCW mutual funds, with more than 50 years of investment experience, offer a wide range of mutual funds catering to both institutional investors and individuals. With assets under management totaling $210 billion as of Dec 31, 2023, TCW offers a diverse range of mutual funds across fixed income, equities and international markets through its MetWest and TCW Fund portfolios. All these attributes position TCW as a compelling choice for investment.
From an investment standpoint, we have selected three TCW mutual funds, which are expected to hedge one's portfolio against any economic downturn and provide attractive returns. Mutual funds, in general, reduce transaction costs and diversify the portfolio without commission charges mostly associated with stock purchases (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
These mutual funds boast a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5,000 and carry a low expense ratio.
TCW Relative Value Dividend Appreciation Fund (TGIGX - Free Report) invests most of its assets along with borrowings, if any, in equity securities of dividend-paying companies. TGIGX generally invests in companies that have leaders who efficiently manage environmental sustainability and social responsibilities with good governance and solid financial resources.
Diane E. Jaffee has been the lead manager of TGIGX since Nov 15, 2001. Most of the fund’s exposure was in companies like Broadcom (4.4%), JPMorgan Chase (3.9%) and McKesson Corp (3.9%) as of Oct 31, 2023.
TGIGX’s 3-year and 5-year annualized returns are 13.3% and 11.9%, respectively. TGIGX has an annual expense ratio of 0.90%. TGIGX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
TCW Relative Value Large Cap Fund (TGDVX - Free Report) seeks long-term capital appreciation by investing in equity securities of large capitalization companies.
Diane E. Jaffee has been the lead manager of TGDVX since Feb 27, 1999. Most of the fund’s holdings were in companies like McKesson Corp (4.3%), Broadcom Inc. (4.1%) and JPMorgan Chase & Co. (4%) as of Oct 31, 2023.
TGDVX’s 3-year and 5-year annualized returns are 11.5% and 11.2%, respectively. Its net expense ratio is 0.90%. TGDVX has a Zacks Mutual Fund Rank #1.
TCW Relative Value Mid Cap Fund (TGVOX - Free Report) seeks long-term capital appreciation by investing its assets in equity securities of companies with a market capitalization range of companies comprising the Russell Mid Cap Value Index.
Diane E. Jaffee has been the lead manager of TGVOX since Jun 29, 2011. Most of the fund’s holdings were in companies like Arch Capital Group Ltd. (4.6%), Popular, Inc. (4%) and Apollo Global Management, Inc. (3.7%) as of Oct 31, 2023.
TGVOX’s 3-year and 5-year annualized returns are 9.1% and 9.7%, respectively. Its net expense ratio is 0.85%. TGVOX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>