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

Mutual Fund Insights: TCW Value Opportunities I Fund (TGVOX)

In-depth Analysis of TCW Value Opportunities I Fund (TGVOX)

Mutual fund chart: TCW Value Opportunities I Fund (TGVOX)

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See TCW Value Opportunities I Fund (TGVOX) performance details as of January 31, 2010

  

    Last Trade: $16.29 on 3/19/2010, Change: -0.13 (-0.79%)
Experiment our closing price forecasting tool for TCW Value Opportunities I Fund (TGVOX) (alpha release)

  

Fund Manager - Susan I. Suvall

Fund Manager Tenure: 12.4 years   [Similar Funds: TGVNX ]
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Suvall is lead portfolio manager with TCW. She joined TCW in 1985 as an equity analyst covering various industries and special situations for the small cap portfolio management team. Prior to joining TCW, she was with Wertheim Schroder and Co., where she served as a Research Liaison to equity sales from 1983 to 1985. Prior to WertheimSchroder, she was an Options Trader at Morgan Stanley from 1981 to 1983.  Get more insights on Susan I. Suvall

  

What we like about TCW Value Opportunities I Fund (TGVOX) What we like about TCW Value Opportunities I Fund (TGVOX)

Data for TCW Value Opportunities I Fund (TGVOX) as of January 31, 2010

  • TCW Value Opportunities I Fund (TGVOX) management has been with TCW Value Opportunities I Fund for 12.4 years
  • TCW Value Opportunities I Fund (TGVOX) has an annual stock turnover rate of 44.91% vs Mid-Cap Blend average of 91.38%. It is good that TCW Value Opportunities I management does not trade extensively for its return.
  • TCW Value Opportunities I Fund (TGVOX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.4, lower than category average of 24.11
  • TCW Value Opportunities I Fund (TGVOX) has a lower management fee than its Mid-Cap Blend average: 0.95% vs 1.38%
  • TCW Value Opportunities I Fund (TGVOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about TCW Value Opportunities I Fund (TGVOX) What we are cautious about TCW Value Opportunities I Fund (TGVOX)

Data for TCW Value Opportunities I Fund (TGVOX) as of January 31, 2010

  • TCW Value Opportunities I Fund (TGVOX) has a less-than-ideal short-term performance (1-year return 33.84% vs 42.02% Mid-Cap Blend category average)
  • TCW Value Opportunities I Fund (TGVOX) has a less-than-ideal mid-term performance (3-year return -8.97% vs -6.52% Mid-Cap Blend category average)
  • TCW Value Opportunities I Fund (TGVOX) has a less-than-ideal Long-term performance (5-year return -0.92% vs 1.32% Mid-Cap Blend category average)
  • TCW Value Opportunities I Fund (TGVOX) ratio of up-years vs down years can be improved
  • TCW Value Opportunities I Fund (TGVOX) has a Morningstar rating of 3 and below
  • TCW Value Opportunities I Fund (TGVOX) is less safe compared to its Mid-Cap Blend peers
  • TCW Value Opportunities I Fund (TGVOX) does not have a good risk adjusted return as its 3-year Alpha of -0.8 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.39
See TCW Value Opportunities I Fund (TGVOX) performance details as of January 31, 2010

  

  

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TCW Value Opportunities I Fund (TGVOX) Net Asset

Track net asset change of TCW Value Opportunities I fund (TGVOX)

DateNet Asset
01/2010$196.56M
11/2009$204.29M
10/2009$196.38M
More historic net asset information on TCW Value Opportunities I Fund (TGVOX)

  

TCW Value Opportunities I Fund (TGVOX) Portfolio Allocation

Track portfolio allocation change of TCW Value Opportunities I fund (TGVOX)

DateCashStockBondOther
10/20092.73%97.27%0%0%
09/20091.54%98.46%0%0%
07/20093.02%96.98%0%0%
Click here to see more historic asset allocation information on TCW Value Opportunities I Fund (TGVOX)

  

Most Recent Top 10 Holdings in TCW Value Opportunities I Fund (TGVOX)

Discover what TCW Value Opportunities I Fund (TGVOX) manager is buying

31-Oct-09
Arch Capital Group Ltd. [2.4%]
Joy Global Inc. [2.32%]
CYTEC IND INC [2.3%]
WILLIS GROUP HOLDING [2.28%]
ROCKWELL COLLINS INC [2.11%]
HEXCEL CP DELAWARE [2.03%]
MARRIOT INT CL A [1.99%]
HEINZ H J CO [1.97%]
WABCO HOLDINGS [1.93%]
PETROHAWK ENERGY CP [1.93%]

30-Sep-09
CYTEC IND INC [2.32%]
Knight Capital Group, Inc. [2.3%]
Arch Capital Group Ltd. [2.29%]
Broadcom Corporation [2.28%]
WILLIS GROUP HOLDING [2.27%]
Joy Global Inc. [2.23%]
WEATHERFORD INTL LTD [2.08%]
MARRIOT INT CL A [2.08%]
ROCKWELL COLLINS INC [2.02%]
HEXCEL CP DELAWARE [2%]

31-Jul-09
Arch Capital Group Ltd. [2.71%]
WILLIS GROUP HOLDING [2.4%]
MAXIM INTEGRATED [2.37%]
Broadcom Corporation [2.3%]
CYTEC IND INC [2.21%]
Knight Capital Group, Inc. [2.16%]
HEXCEL CP DELAWARE [2.15%]
PETROHAWK ENERGY CP [2.08%]
INTL FLAVORS FRAG [2.08%]
WEATHERFORD INTL LTD [2.07%]
Click here for Stock Holding Change Map in TCW Value Opportunities I Fund (TGVOX)

  

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