TOWTX Mutual Fund

TOWTX Mutual Fund (Towpath Technology Fund Class Institutional) is managed by Oelschlager Investments with $9.8M in net assets. TOWTX expense ratio is 1.12%, holding 41 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2020-12-31.

TOWTX performance shows a YTD return of 10.23%. The 1-year return is 18.83% and the 5-year return is 8.88%. TOWTX dividend yield stands at 1.55%, paid annually.

TOWTX top holdings include Alphabet Inc. Class A (11.4%), Fidelity Treasury Portfolio - Class Iii (11.2%), Kla Corp. (7.1%), Ituran Location And Control Ltd (5.6%), Apple Inc Ord (4.6%). Go to all TOWTX holdings, TOWTX sectors, or TOWTX dividends.

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