About TGDVX
The TCW Relative Value Large Cap Fund - N Class is a mutual fund focused on investing primarily in large-capitalization U.S. companies, with a portfolio that also includes select mid-cap value stocks. The fund’s strategy centers on identifying undervalued companies—often those temporarily out of favor—that exhibit strong potential for future earnings growth. Employing a relative value approach, the fund seeks to capitalize on market inefficiencies by targeting businesses with solid financials and growth catalysts.
The fund’s holdings span diverse sectors, including technology, financial services, healthcare, industrials, and consumer cyclical industries, featuring companies such as International Business Machines Corp, JPMorgan Chase & Co., Broadcom Inc., and McKesson Corp. Portfolio turnover remains moderate, and the fund is managed with attention to environmental, social, and governance (ESG) considerations when assessing company leadership and responsibility.
With a longstanding track record since 1997, the TCW Relative Value Large Cap Fund serves as a key vehicle for investors seeking capital appreciation through a disciplined value-oriented equity strategy. Its diversified exposure to major U.S. industries offers a representative slice of the large-cap value segment within the broader equity market.
Fund Family TCW
Category Large Value
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol TGDVX
Share Class N Class
Index Russell 1000 Value TR
TGDVX had a total return of 29.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.16%.
