- What are the top holdings of TSWEX?
- A machine-readable holdings disclosure for TSW Large Cap Value Institutional (TSWEX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does TSWEX invest in?
- TSW Large Cap Value Institutional (TSWEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is TSWEX most exposed to?
- TSWEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is TSWEX a US-only fund?
- The country allocation card on this page shows TSWEX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does TSWEX invest in?
- 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.
