TSWFX

About TSWFX

TSW Core Plus Bond Fund Institutional Class is an actively managed mutual fund specializing in intermediate-term bonds. Its primary objective is to deliver strong, risk-adjusted total returns over a full market cycle by investing predominantly in a diversified portfolio of investment-grade fixed income securities, including government, agency, and corporate debt. Up to 20% of the fund’s assets may be allocated to high-yield credit, providing an additional source of income and portfolio enhancement beyond traditional core bond holdings. This "core plus" strategy allows for greater flexibility in security selection and sector allocation, enabling the fund to capture value opportunities overlooked by larger investment managers. The fund is managed by experienced professionals with a long tenure, and actively employs in-house fundamental research to inform its investments. Generally, it appeals to institutional investors seeking a blend of core stability and limited credit enhancement in fixed income. The fund’s benchmark is the Bloomberg U.S. Aggregate Bond Index, reflecting its central role within diversified bond allocations in the marketplace.