Towpath focus fund

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August undefined, 2024

WebTowpath Technology Fund has an expense ratio of 1.10 percent. Net Expense Ratio 1.1 Category Average: 1.24%* Management 0.7 Category Average: 0.77%* SEE MORE TOWTX FEES Updated 01/31/23 Risk... WebTOWPATH FOCUS FUND PORTFOLIO ILLUSTRATION MAY 31, 2024 (UNAUDITED) The following chart gives a visual breakdown of the Fund by investment type or industry sector of the underlying securities as of May 31, 2024, represented as a percentage of the portfolio of investments. Below categories are from Morningstar®.

Towpath Focus Fund (TOWFX) - Yahoo Finance

WebTowpath Focus Institutional Inst (TOWFX) Fund TOWFX Price as of: APR 06, 05:00 PM EDT $12.91 + $0.03 + 0.23% Primary Theme U.S. Large-Cap Value Equity fund company … WebTowpath Focus Fund (TOWFX) Stock Price, News, Quote & History - Yahoo Finance Towpath Focus Fund (TOWFX) Nasdaq - Nasdaq Delayed Price. Currency in USD Follow 2W 10W … margaret darter faulkner county clerk

FUND DATA Oelschlager Investments

WebOn December 31, 2024, Oelschlager Investments launched the Towpath Focus Fund (TOWFX). The fund invests in 25-40 domestic stocks regardless of market capitalization. The fund is managed by Mark Oelschlager. Towpath is a concentrated, all-cap equity fund. The portfolio currently holds 41 securities. WebMar 31, 2024 · Towpath Focus Fund Institutional Share Class TOWFX Prospectus Mutual Fund Report Card Summary Charts Performance Risk & Tax Analysis Portfolio Fund Facts & Fees Fund Performance Fund Details Historical Quote Dividends & Distributions YTD 1 Yr 3 Yrs 5 Yrs 10 Yrs Growth of $10,000 Investment • TOWFX Fund • Index • Category WebTowpath Focus Fund has an expense ratio of 1.10 percent. Net Expense Ratio 1.1 Category Average: 0.96%* Management 0.7 Category Average: 0.58%* SEE MORE TOWFX FEES … margaret dance workshop

Towpath Focus: Adventures of a Growth Manager in Valueland

Towpath Focus Fund (TOWFX) Performance - money.usnews.com

WebMar 24, 2024 · Towpath Focus Fund (TOWFX) Stock Historical Prices & Data - Yahoo Finance U.S. markets open in 7 hours 53 minutes S&P Futures 3,986.75 +8.75(+0.22%) Dow Futures 32,381.00 +62.00(+0.19%) Nasdaq... margaret daniels school ashdownWebFor the fiscal year ended November 30, 2024, Towpath Focus Fund returned 6.76%, while the Russell 3000 Index returned -10.80% and the Lipper Multi-Cap Core Average -9.20%. Since inception almost three years ago, the Fund has gained 47.81%, compared to Russell’s 30.76% and Lipper’s 25.08%. margaret dames archdiocese of newark

"WebDec 4, 2024 · On December 31, 2024, Oelschlager Investments launched the Towpath Focus Fund (TOWFX). The fund invests in 25-40 domestic stocks regardless of market capitalization. The fund is managed by Mark Oelschlager. Towpath is a concentrated, all-cap equity fund. The portfolio currently holds 41 securities. " - Towpath focus fund

Towpath focus fund

WebOct 1, 2024 · TOWPATH FOCUS FUND FUND DATA Basic data about Towpath Focus Fund Ticker Symbol: TOWFX CUSIP: 55375E407 Gross Expense Ratio: 1.23% Net Expense Ratio: 1.11%^ Sales Load: None Other Fees: None Inception Date: December 31, 2024 Fund Adviser: Oelschlager Investments, LLC Fund Portfolio Manager: Mark Oelschlager, CFA WebPerformance charts for Towpath Focus Fund (TOWFX) including intraday, historical and comparison charts, technical analysis and trend lines.

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WebTowpath Focus Fund Performance Overview Interactive Chart Performance Holdings Costs & Fees Risk Overview Interactive Chart Performance Holdings Costs & Fees Risk Fund Performance The fund... WebOct 1, 2024 · Towpath Technology Fund Morningstar Tech Category Lipper Science & Tech *Annualized Fund returns are net of fees. Gross Expense Ratio: 3.23%, Net Expense Ratio: 1.12% (Contractual until 3/31/2024) Q4 2024 5.91% 2.00% 1.18% Cumulative Since 12/31/20 Inception 0.43% -30.02% -26.56% 1-Year -15.95% -37.13% -37.31% Since 12/31/20 …

WebFeb 28, 2024 · Towpath Focus Institutional TOWFX Morningstar Analyst Rating Quantitative rating as of Feb 28, 2024 See Oelschlager Investment Hub Quote Chart Fund Analysis … Webcapitalization. The fund is managed by Mark Oelschlager. Towpath Focus is a concentrated, all-cap equity fund. The portfolio currently holds 41 securities. About 15% of the portfolio is invested in non-US stocks and 12% in cash. Compared to its Morningstar peers, the fund has more cash, more international and more small cap exposure.

WebThe Towpath Focus Fund (the “Fund”) seeks long-term capital appreciation. FEES AND EXPENSES OF THE FUND: This table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. (1) Acquired Fund Fees and Expenses are the indirect costs of investing in other investment companies. WebTowpath Focus Fund (TOWFX) Real-time ETF Quotes - Nasdaq offers real-time quotes & market activity data for US and global markets. Towpath Focus Fund (TOWFX) Real-Time …

WebFind the latest performance data chart, historical data and news for Towpath Focus Fund (TOWFX) at Nasdaq.com.

WebTowpath Focus Fund (TOWFX) seeks long-term capital growth by investing primarily in U.S. equity securities and typically holds 25-40 positions in companies of any size. As of … kumhar communityWebFeb 28, 2024 · Towpath Focus Institutional TOWFX Fund Analysis Morningstar Analyst Rating Quantitative rating as of Feb 28, 2024 See Oelschlager Investment Hub margaret davenport-freed calgaryWebSee the company profile for Towpath Focus Fund (TOWFX) including business summary, industry/sector information, number of employees, business summary, corporate … kumher bharatpur pin codeWebOct 1, 2024 · Mark Oelschlager, CFA is President, Chief Investment Officer and co-founder of Oelschlager Investments. He is portfolio manager of Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX). Mark Oelschlager has … margaret davenport freed phone numberWebSee holdings data for Towpath Focus Fund (TOWFX). Research information including asset allocation, sector weightings and top holdings for Towpath Focus Fund. margaret dashwood actressWebOct 1, 2024 · Towpath Focus Fund’s objective is long-term capital appreciation. The Fund is advised by Oelschlager Investments, and the portfolio manager is Mark Oelschlager, CFA. … Oelschlager Investments offers its no-load mutual funds, Towpath Funds. Towpath … He is portfolio manager of Towpath Focus Fund (TOWFX). Mark Oelschlager … Login - THE FUND Oelschlager Investments News & Insights - THE FUND Oelschlager Investments About - THE FUND Oelschlager Investments How We Invest - THE FUND Oelschlager Investments Oelschlager Investments is adviser to Towpath Focus Fund (TOWFX) and … Towpath Technology Fund: Ticker Symbol: TOWTX, CUSIP: 55375E803, Inception … Oelschlager Investments 4040 Embassy Parkway, Suite 320 Akron, Ohio 44333 … Towpath Focus Fund is managed by Mark Oelschlager, CFA, President, Chief … margaret davidson highland councilWebJan 26, 2024 · On December 31, 2024, Oelschlager Investments launched the Towpath Focus Fund(TOWFX). The fund invests in 25-40 home shares no matter market capitalization. The fund is managed by Mark Oelschlager. Towpath is a concentrated, all-cap fairness fund. The portfolio at present holds 41 securities. margaret davino fox rothschild