TCW Relative Value Mid Cap Fund Class N (TGVNX) Research

Typically, this fund commits a minimum of 80% of its net assets, along with any borrowed capital utilized for investment, to equity securities issued by mid-capitalization companies. Its investment approach largely concentrates on businesses the portfolio manager identifies as "value companies." The manager's objective is to pinpoint enterprises that have currently lost favor in the market and whose stock is trading at a discount to their estimated intrinsic worth.

Market snapshot

Symbol
TGVNX
Price
$30.60
Day change
+0.59%
Market cap
$100.6M
52-week range
25.73-32.17
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Balanced Fund R5 Class (AADBX)
  • Alger Mid Cap Growth Institutional Fund Class I (ALMRX)
  • Jackson Square SMID-Cap Growth Fund IS Class (DCGTX)
  • Goldman Sachs Global Infrastructure Fund Class A (GGIAX)
  • Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)
  • AMG Veritas Asia Pacific Fund Class N (MGSEX)
  • AMG Veritas Asia Pacific Fund Class I (MSEIX)
  • SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX)

Open TCW Relative Value Mid Cap Fund Class N (TGVNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.