TWSGX Mutual Fund
TWSGX Mutual Fund
TransWestern Institutional Short Duration Government Bond Fund
TWSGX Mutual Fund Overview
TWSGX Mutual Fund (TransWestern Institutional Short Duration Government Bond Fund) is managed by TransWestern Funds with $67.5M in net assets. TWSGX expense ratio is 0.65%, holding 176 positions across sectors including Other, Financials. Inception date: 2011-01-03.
TWSGX performance shows a YTD return of -1.08%. The 1-year return is 3.40% and the 5-year return is 0.87%. TWSGX dividend yield stands at 3.16%, paid monthly.
TWSGX top holdings include Us Treasury N/B 03/28 3.875 (6.3%), Us T-Note 4.125% 11/15/32 (4.6%), Federal Home Loan Bank 2022-04-08 (4.2%), Treasury Bill 0% May 28, 2026 (3.5%), Fhlmcfhlmc, Multi-Family Structured Pass-Through Certificates, Series Kj42, Class A2 11/25/2032 (3.5%). View all TWSGX holdings, sector breakdown, or dividend history.
TWSGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TWSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.