I also own TWEIX and its performance is about what is to be expected from this fund.  It is a Low volatilty fund and not a high flier.  If you want 10% - 11% per year with low beta, risk and volatility than TWEIX is a good choice.

The only downfall with it is that you (retail investor) can no longer add to it because it has become an Institutional fund.

You may want to look at FMIHX a no-load, NTF fund (at least at Fidelity).  It is more of a Large Blend, but it's Standard Dev, Beta, Alpha, Returns, etcetera are "superior" to TWEIX.

I also agree with your other replies that a touch of Convertables is a good thing.  If you are bent on selling TWEIX, check out the funds mentioned in these replies, you should be able to come up with a good replacement for TWEIX.

Good Investing!!!!