PEER GROUP ANALYSIS
This chart compares TSI to the highest rated funds in its peer group of Growth & Income funds. The above graph illustrates two key measures that investors should consider when assessing the investment potential of a particular fund. One of the key factors is how the fund has performed over the most recent reporting period, defined as the 1 year total return on the bottom axis. The second factor is the fund's reported expense ratio, on the right axis, which includes things like management fees. The best funds, with higher returns and lower expenses, stake out a position in the lower left part of this graph.
TOP RATED FUNDS : Growth & Income
|Vanguard Tot Stk Mkt Idx ETF||VTI||0.99||0.99||13.76||0.05||1|
|Schwab US Dividend Equity ETF||SCHD||-0.19||-0.19||12.98||0.07||2|
|ProShares UltraSht Australian Dlr||CROC||11.33||11.33||16.14||1.01||3|
|WisdomTree LargeCap Dividend Fund||DLN||-1.36||-1.36||11.94||0.29||4|
|BlackRock Enhanced Capital and Inc||CII||8.19||8.19||12.57||0.93||5|
|Direxion All Cap Insider Sentiment||KNOW||3.83||3.83||16.98||0.66||6|
|First Trust Value Line Dividend||FVD||1.30||1.30||13.17||0.70||7|
|Cohen&Steers Quality Income Realty||RQI||7.82||7.82||13.33||1.89||8|
|First Trust Lrg Cap Core AlphaDEX||FEX||-3.91||-3.91||12.43||0.61||9|
|TCW Strategic Income Fund||TSI||1.06||1.06||3.32||0.87||34|
|The above table compares the total return performance and expense ratio of TCW Strategic Income Fund to the top rated funds within the Growth & Income peer group. TCW Strategic Income Fund ranks number 34 out of 111 Growth & Income closed-end and exchange-traded funds that we rate.|
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