TOWTX Mutual Fund
TOWTX Mutual Fund
NAV$16.83
AUM$10M
TER1.12%
Holdings41
See how much of TOWTX you already own
TOWTX Mutual Fund
NAV$16.83
Towpath Technology Fund Class Institutional
AUM$10M
TER1.12%
Holdings41
See how much of TOWTX you already own
TOWTX Mutual Fund Overlap Analysis
TOWTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TOWTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, TOWTX may share significant positions with broad-market funds.
TOWTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TOWTX tax-loss harvesting finds highly correlated but non-identical funds.