The most notable companies in this group are Broadcom (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Comcast Corp (NASDAQ:CMCSA), Wells Fargo & Co (NYSE:WFC), International Business Machines Corp (NYSE:IBM), General Electric Company (NYSE:GE), Gilead Sciences (NASDAQ:GILD), McKesson Corp (NYSE:MCK), Lennar Corp (NYSE:LEN).
The investment seeks to realize a high level of dividend income consistent with prudent investment management; capital appreciation is a secondary objective.
The fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of companies that have a record of paying dividends. In selecting the fund's investments, the portfolio manager sometimes considers the extent to which businesses have leaders who prudently manage their environmental sustainability and social responsibilities with good governance and solid financial resources.
The average market capitalization across the TCW Relative Value Dividend Apprec I MF is 148.23B. The market cap for tickers in the group ranges from 34.01B to 495.59B. AVGO holds the highest valuation in this group at 495.59B. The lowest valued company is BKR at 34.01B.
The average weekly volume growth across all stocks in the TCW Relative Value Dividend Apprec I MF was -57%. For the same stocks of the MF, the average monthly volume growth was -67% and the average quarterly volume growth was -65%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 59
Price Growth Rating: 38
SMR Rating: 51
Profit Risk Rating: 25
Seasonality Score: 8 (-100 ... +100)