TSWEX Fund Portfolio Allocation
General Overview
The investment seeks maximum long-term total return, consistent with reasonable risk to principal. The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies with large market capitalizations. The fund will invest primarily in a diversified portfolio of common stocks. Although the adviser will primarily draw the fund's holdings from larger, more seasoned or established companies, it may also invest in companies of varying size as measured by assets, sales or market capitalization.
Sector & Industry | Financial Services / Asset Management |
IPO date | July 17, 1992 |
TSWEX Latest News
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Other Identifiers | |
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CIK | 0001830437 |
ISIN | None |
CUSIP | None |
Open | 14.24 |
Previous Close | 14.2 |
Volume | 0 |
Average Volume | 0 |
Day’s Range | 14.24 – 14.24 |
52 Week Range | 12.38-14.59 |
MA (50) | 13.7256 |
MA (200) | 13.67415 |
Market Cap | 37.23 Mil. |
Shares Out. | 2.61 Mil. |
Earnings Date | |
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