TOWTX Mutual Fund

TOWTX Mutual Fund (Towpath Technology Fund Class Institutional) is managed by Oelschlager Investments with $9.4M in net assets. TOWTX expense ratio is 1.12%, holding 39 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2020-12-31.

TOWTX performance shows a YTD return of 14.77%. The 1-year return is 17.25% and the 5-year return is 10.50%. TOWTX dividend yield stands at 1.52%, paid annually.

TOWTX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (14.4%), Alphabet Inc (9.4%), Kla Corp. (5.8%), Apple Inc (5.0%), Ituran Location & Control Ltd. (4.2%). 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.