TSWEX Rating, Research - TS&W Equity

TS&W Equity (tswex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 102

Threats + Weaknesses = 65

When strengths & opportunities substantially exceed threats & weaknesses an investment in the tswex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

TS&W Equity (TSWEX) Description: TSWEX is a mutual fund, which is an investment that owns a basket of assets. The TSWEX mutual fund was provided by TS&W and this investment vehicle derives the majority of its value from equity holdings (stocks). TS&Ws mutual fund has a medium management tenure and is in the small fund size classification. TSWEXs minimum initial investment amount is $2500 while the IRA minimum is $500. TSWEXs expense ratio is roughly 1%. The latest TSWEXs front end load was 0% and the back end load was 0%. The TS&W Equity (TSWEX) mutual fund falls under the large-cap mixed category. TSWEX focuses its investments in USA and TSWEX is not affiliated with a particular industry or fund sector. The TS&W Equity (TSWEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TSWEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TSWEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks above average total return. The fund normally invests at least 80% of net assets in equity securities (see equity research) of companies whose securities are traded in U.S. markets. It generally invests in large- and mid-cap companies. The fund may invest in long and short positions of publicly traded equity securities (see equity research). Its long equity exposure equals to approximately 120% of assets and short equals to approximately 20%.

Management Analysis Update

Performance Analysis Update