TSW Large Cap Value Fund Institutional Shares (TSWEX) Research
The primary objective of this investment vehicle is to achieve substantial long-term total returns, while diligently managing the risk to the initial capital. Under typical market conditions, the fund dedicates a minimum of 80% of its net assets (including any funds acquired through borrowing for investment) to the equity shares of companies with large market valuations. Its core approach involves constructing a diversified portfolio predominantly composed of common stocks. Although the adviser typically favors well-established and larger corporations for its holdings, it also maintains the flexibility to invest in businesses of different scales, as measured by their assets, sales, or overall market capitalization.
Market snapshot
- Symbol
- TSWEX
- Price
- $13.58
- Day change
- -0.95%
- Market cap
- $37.0M
- 52-week range
- 12.95-15.12
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG GW&K Small/Mid Cap Growth Fund Class N (ACWDX)
- Meeder Quantex Fund Retail Class (FLCGX)
- Meeder Global Allocation Retail (FLFGX)
- Guggenheim Municipal Income P (GIJPX)
- AMG GW&K International Small Cap Fund - Class I (MECIX)
- Midas Fund Inc. (MIDSX)
- MFS Managed Wealth Fund - Class A (MNWAX)
- Meeder Quantex Fund Adviser Class (QNTAX)
Open TSW Large Cap Value Fund Institutional Shares (TSWEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.