TSWHX Mutual Fund

TSWHX Mutual Fund

NAV$9.32
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Showing the top 10 of 58 holdings · as of Mar 31, 2026
Top 10 weight
26.73%
TSWHX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtFortress Trans & IFinancials · Diversified Financial Services
3.38%		3.4%-$307.5KFinancialsDiversified Financial Services
2DebtL Brands, IncConsumer Disc. · Specialty Retail
3.24%		6.6%-$295.1KConsumer Disc.Specialty Retail
Sector and industry · Pro
3—Iron Mountain Inc Company Guar 144A 01/33 6.25
2.74%		9.4%-$249.2K
4
GPK
Graphic Packaging International Llc 6.38% 15Jul2032
2.73%		12.1%-$248.8K
5—Gen Digital Inc 6.25 2033-04-01
2.67%		14.8%-$243.0K
6DebtAmerican Axle &
2.67%		17.4%-$243.4K
7—Stonex Group Inc 7.88 Mar. 1, 2031
2.57%		20.0%-$233.7K
8—Herc Holdings Inc 7.25% 15Jun2033
2.25%		22.3%-$204.9K
9DebtNorthern Institutional Treasury Portfolio
2.25%		24.5%204,605$204.6K
10DebtJb Poindexter & Co Inc
2.23%		26.7%-$202.7K
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Themes in the top 10
InfrastructureSupply ChainHealth & WellnessValue RetailConsumer SpendingInternet & DigitalDigital AdvertisingData & AnalyticsCloud ComputingCybersecuritySustainable MaterialsEnvironmental SolutionsRecycling TechnologyManufacturingMarket Infrastructure

TSWHX Mutual Fund Top Holdings

TSWHX holdings top 10 positions. The top 10 holdings account for 26.7% of the fund, led by Fortress Trans & I 7% 06/15/32 at 3.4%, L Brands, Inc. 6.875% 11/01/2035 at 3.2%, Iron Mountain Inc Company Guar 144A 01/33 6.25 at 2.7%.

TSWHX portfolio concentration is well-diversified, with the top 10 representing 26.7% of total assets. The largest sector exposure is Industrials at 18.6%.

TSWHX sectors provide a detailed breakdown. TSWHX overlap shows how holdings compare to other funds in your portfolio.