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 37 positions across sectors including Health Care, Financials, Consumer Discretionary. Inception date: 2019-12-31.

TOWFX performance shows a YTD return of 14.24%. The 1-year return is 20.35% and the 5-year return is 12.49%. TOWFX dividend yield stands at 1.59%, paid annually.

TOWFX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (12.7%), Alphabet Inc (8.3%), Bank Of New York Mellon Corp (7.8%), Mckesson Corp. (5.3%), Valero Energy (4.4%). 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.