TOWFX Mutual Fund

TOWFX Mutual Fund (Towpath Focus Fund) is managed by Oelschlager Investments with $79.6M in net assets. TOWFX expense ratio is 0.93%, holding 36 positions across sectors including Health Care, Consumer Discretionary, Financials. Inception date: 2019-12-31.

TOWFX performance shows a YTD return of 14.08%. The 1-year return is 29.14% and the 5-year return is 12.96%. TOWFX dividend yield stands at 1.59%, paid annually.

TOWFX top holdings include Alphabet Inc Common Stock USD 0.001 (11.1%), Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (10.6%), Bank Of New York Mellon Corp (7.5%), Mckesson Corp Common Stock USD 0.01 (4.9%), Shell Plc (4.3%). Go to all TOWFX holdings, TOWFX sectors, or TOWFX dividends.

TOWFX can be compared against other funds. Use TOWFX overlap to find shared positions, or TOWFX vs another fund for a side-by-side view. TOWFX alternatives are available via the screener, along with tax-loss harvesting opportunities.