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Fund Intelligence | Best Managers | TGOIX Insights | TGOIX Score | TGOIX Performance | TGOIX Manager | TGOIX News | TGOIX Allocation | TGOIX Holdings Change

Mutual Fund Insights: TCW Relative Value Small Cap I Fund (TGOIX)

In-depth Analysis of TCW Relative Value Small Cap I Fund (TGOIX)

Mutual fund chart: TCW Relative Value Small Cap I Fund (TGOIX)

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See TCW Relative Value Small Cap I Fund (TGOIX) performance details as of January 31, 2010

  

    Last Trade: $9.71 on 3/19/2010, Change: -0.09 (-0.92%)
Experiment our closing price forecasting tool for TCW Relative Value Small Cap I Fund (TGOIX) (alpha release)

  

Fund Manager - Diane Jaffee

Fund Manager Tenure: 14.4 years   [Similar Funds: TGONX ]
Fundmojo Fund Grade: E (Score: 0.37)     (What does this score mean?)
Jaffee is a managing director of TCW Invesrtment Management Company. She joined TCW through an acquisition of SG Cowen Asset Management where she had been a Senior Portfolio Manager since 1995. She has over 20 years of investment company experience. Jaffee holds the Chartered Financial Analyst designation.  Get more insights on Diane Jaffee

  

What we like about TCW Relative Value Small Cap I Fund (TGOIX) What we like about TCW Relative Value Small Cap I Fund (TGOIX)

Data for TCW Relative Value Small Cap I Fund (TGOIX) as of January 31, 2010

  • TCW Relative Value Small Cap I Fund (TGOIX) management has been with TCW Relative Value Small Cap I Fund for 14.4 years
  • TCW Relative Value Small Cap I Fund (TGOIX) has an annual stock turnover rate of 19.90% vs Small Blend average of 96.31%. It is good that TCW Relative Value Small Cap I management does not trade extensively for its return.
  • TCW Relative Value Small Cap I Fund (TGOIX) has a lower management fee than its Small Blend average: 1.46% vs 1.53%
  • TCW Relative Value Small Cap I Fund (TGOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about TCW Relative Value Small Cap I Fund (TGOIX) What we are cautious about TCW Relative Value Small Cap I Fund (TGOIX)

Data for TCW Relative Value Small Cap I Fund (TGOIX) as of January 31, 2010

  • TCW Relative Value Small Cap I Fund (TGOIX) has a less-than-ideal short-term performance (1-year return 36.49% vs 41.29% Small Blend category average)
  • TCW Relative Value Small Cap I Fund (TGOIX) has a less-than-ideal mid-term performance (3-year return -13.97% vs -7.80% Small Blend category average)
  • TCW Relative Value Small Cap I Fund (TGOIX) has a less-than-ideal Long-term performance (5-year return -4.28% vs 0.36% Small Blend category average)
  • TCW Relative Value Small Cap I Fund (TGOIX) ratio of up-years vs down years can be improved
  • TCW Relative Value Small Cap I Fund (TGOIX) has a Morningstar rating of 3 and below
  • TCW Relative Value Small Cap I Fund (TGOIX) is less safe compared to its Small Blend peers
  • TCW Relative Value Small Cap I Fund (TGOIX) does not have a good risk adjusted return as its 3-year Alpha of -2.27 is worse than category average of 1.82, and its 3-year Sharpe ratio is -0.42
  • TCW Relative Value Small Cap I Fund (TGOIX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.56 that is higher than category average of 25.24
See TCW Relative Value Small Cap I Fund (TGOIX) performance details as of January 31, 2010

  

  

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TCW Relative Value Small Cap I Fund (TGOIX) Net Asset

Track net asset change of TCW Relative Value Small Cap I fund (TGOIX)

DateNet Asset
01/2010$2.39M
11/2009$3.01M
10/2009$3.02M
More historic net asset information on TCW Relative Value Small Cap I Fund (TGOIX)

  

TCW Relative Value Small Cap I Fund (TGOIX) Portfolio Allocation

Track portfolio allocation change of TCW Relative Value Small Cap I fund (TGOIX)

DateCashStockBondOther
10/20090.02%99.99%0%0%
09/20090%100%0%0%
08/20090%100%0%0%
Click here to see more historic asset allocation information on TCW Relative Value Small Cap I Fund (TGOIX)

  

Most Recent Top 10 Holdings in TCW Relative Value Small Cap I Fund (TGOIX)

Discover what TCW Relative Value Small Cap I Fund (TGOIX) manager is buying

31-Oct-09
WABTEC CORP [2.5%]
PIPER JAFFRAY COS [2.28%]
The Hain Celestial Group, Inc. [2.2%]
HILLTOP HOLDINGS [2.12%]
Donegal Group, Inc. [2.09%]
AVISTA CORP [2.02%]
Thoratec Corporation [2%]
CON-WAY INC [1.9%]
CINCINNATI BELL INC [1.89%]
Novell, Inc. [1.79%]

30-Sep-09
WABTEC CORP [2.35%]
The Hain Celestial Group, Inc. [2.18%]
PIPER JAFFRAY COS [2.11%]
Thoratec Corporation [2.1%]
Bank Mutual Corporation [2.08%]
AVISTA CORP [1.96%]
Donegal Group, Inc. [1.96%]
CON-WAY INC [1.96%]
HILLTOP HOLDINGS [1.95%]
CINCINNATI BELL INC [1.91%]

31-Aug-09
WABTEC CORP [2.5%]
Thoratec Corporation [2.48%]
PIPER JAFFRAY COS [2.37%]
CON-WAY INC [2.26%]
Bank Mutual Corporation [2.2%]
Donegal Group, Inc. [2.12%]
HILLTOP HOLDINGS [2.07%]
AVISTA CORP [2.06%]
LAZARD LTD. [2%]
The Hain Celestial Group, Inc. [1.94%]
Click here for Stock Holding Change Map in TCW Relative Value Small Cap I Fund (TGOIX)

  

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Latest News on TCW Relative Value Small Cap I (TGOIX)

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