TOWFX Mutual Fund
TOWFX Mutual Fund
Towpath Focus Fund
TOWFX Mutual Fund Overview
TOWFX Mutual Fund (Towpath Focus Fund) is managed by Oelschlager Investments with $75.7M in net assets. TOWFX expense ratio is 0.93%, holding 36 positions across sectors including Unknown, Health Care, Consumer Discretionary. Inception date: 2019-12-31.
TOWFX performance shows a YTD return of 7.59%. The 1-year return is 24.03% and the 5-year return is 11.52%. TOWFX dividend yield stands at 1.69%, paid annually.
TOWFX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (13.0%), 'alphabet Inc., Class 'a'' (9.5%), Mckesson Corp.1 (6.3%), Bank Of New York Mellon (6.2%), Shell Plc ADR (4.5%). View all TOWFX holdings, sector breakdown, or dividend history.
TOWFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TOWFX alternatives are available via the screener, along with tax-loss harvesting opportunities.