TSWIX Rating, Research - TS&W International Equity

TS&W International Equity (tswix)

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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 = 42

Threats + Weaknesses = 35

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

Fund Management Team

Fund Description Update

TS&W International Equity (TSWIX) Description: TSWIX is a mutual fund, which is an investment that owns a basket of assets. The TSWIX 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. TSWIXs minimum initial investment amount is $2500 while the IRA minimum is $500. TSWIXs expense ratio is roughly 2%. The latest TSWIXs front end load was 0% and the back end load was 0%. The TS&W International Equity (TSWIX) mutual fund falls under the foreign large-cap mixed category. TSWIX focuses its investments in EU and Japan and TSWIX is not affiliated with a particular industry or fund sector. The TS&W International Equity (TSWIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TSWIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TSWIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term total return consistent with reasonable risk to principal. The fund normally invests at least 80% of its net assets in equity securities (see equity research) of foreign companies representing at least three countries other than the U.S. It expects capital growth to be the predominant component of its total return. The fund may also invest in securities traded over-the-counter. It invests primarily in securities of companies domiciled in developed countries, but may also invest in developing countries.

Management Analysis Update

Performance Analysis Update