Transwestern Institutional Short Duration Govt Bd FdTWSGX

MUTUAL FUNDTranswestern
Type
Mutual fund
Peer group
Taxable bond
Net assets
$73.9M
Expense ratio
0.65%
1-year return
+4.1%
3 years, a year
+4.1%
5 years, a year
+1.7%
Holdings
176

What it aims to do.

The Fund seeks to provide income consistent with liquidity, and limited credit and interest rate risk.

Top 10 holdings.

Holding% of fund
United States Treasury Notes6.25%
United States Treasury Notes4.63%
Federal Home Loan Banks4.22%
United States Treasury Bills3.54%
Federal Home Ln Mtg Corp Multiclass Mtg Partn Ctfs Gtd3.45%
United States Treasury Notes2.98%
Federal National Mortgage Association2.93%
Federal Home Loan Mortgage Corp.2.79%
Federal National Mortgage Association2.65%
Government National Mortgage Association2.64%

More on TWSGX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.