Morningstar

TCW Conservative Allocation Fund Class Institutional TGPCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return —  /  —
  • Fund Size $34.0M
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.310%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.81%
  • Turnover Ratio 25%

Morningstar’s Analysis TGPCX

Will TGPCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TGPCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TGPCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TGPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TCW Conservative Allocation I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings TGPCX

More TGPCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TCW Securitized Bond I

25.18 9M
—

TCW MetWest Total Return Bd I

22.58 8M
—

TCW MetWest Unconstrained Bd I

10.64 4M
—

TCW Relative Value Large Cap I

8.74 3M
—

iShares Top 20 U.S. Stocks ETF

7.13 2M
—

TCW Artificial Intelligence ETF

4.71 2M
—

TCW White Oak Emerging Markets Eq I

3.67 1M
—

TCW Concentrated Large Cap Growth I Cl

3.37 1M
—

TCW Transform Systems ETF

2.38 811,149
—

TCW Relative Value Mid Cap I

2.19 746,546
—

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