Bob, Thanks for the sage advice! I am not completely unhappy with it, I'm just a little concerned about the forward environment that seems to be favoring growth and as we know TWEIX is a deep value fund which my be significantly underperforming.
The only caveat is the TWEIX is now an Institutional fund and I cannot add more shares, so if I pull some out then I am SOL if things turn around. In effect, there has been a "hard close" on TWEIX for the retail investor.