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TSWEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$12.83
Change
+$0.13 (+1.02%)
Net Assets
35.15M

TSWEX TSW Large Cap Value Institutional Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pfizer (NYSE:PFE), Anheuser-Busch INBEV SA/NV (NYSE:BUD), Kraft Heinz Company (The) (NASDAQ:KHC), Dominion Energy (NYSE:D), Kinder Morgan (NYSE:KMI).

Industry description

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.

Market Cap

The average market capitalization across the TSW Large Cap Value Institutional MF is 65.39B. The market cap for tickers in the group ranges from 8.18B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is LBRDK at 8.18B.

Volume

The average weekly volume growth across all stocks in the TSW Large Cap Value Institutional MF was 246%. For the same stocks of the MF, the average monthly volume growth was 132% and the average quarterly volume growth was 80%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 42
P/E Growth Rating: 47
Price Growth Rating: 57
SMR Rating: 73
Profit Risk Rating: 74
Seasonality Score: 28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
JOHCM Funds Trust53 STATE STREET, 13TH FLOOR
Phone
617-993-0712
Web
N/A
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TSWEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TSWEX has been closely correlated with FFMMX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if TSWEX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TSWEX
1D Price
Change %
TSWEX100%
+1.02%
FFMMX - TSWEX
80%
Closely correlated
+1.00%
FFFMX - TSWEX
80%
Closely correlated
+1.02%
VVIAX - TSWEX
75%
Closely correlated
+1.19%
VIVAX - TSWEX
75%
Closely correlated
+1.17%
VIVIX - TSWEX
75%
Closely correlated
+1.17%
More