TOWFX Mutual Fund (Towpath Focus Fund) is managed by Oelschlager Investments with $74.4M in net assets. TOWFX expense ratio is 0.93%, holding 36 positions across sectors including Health Care, Unknown, Consumer Discretionary. Inception date: 2019-12-31.

TOWFX performance shows a YTD return of 10.79%. The 1-year return is 24.03% and the 5-year return is 11.52%. TOWFX dividend yield stands at 1.69%, paid annually.

TOWFX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (13.0%), Alphabet Inc Common Stock USD 0.001 (9.5%), Mckesson Corp (6.3%), Bank Of New York Mellon Corp (6.2%), Shell Plc (4.5%). View all TOWFX holdings, sector breakdown, or dividend history.

TOWFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TOWFX alternatives are available via the screener, along with tax-loss harvesting opportunities.