Towpath Technology Financials
| TOWTX Fund | USD 14.33 0.06 0.42% |
Towpath |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Towpath Technology Fund Summary
Towpath Technology competes with Dodge Cox, The Hartford, Ab Select, Gmo Global, and Gmo Us. The adviser seeks to achieve the funds investment objective by investing primarily in U.S. equity securities but may also hold shares of foreign companies either directly or through ADRs. Companies in which the fund invests may be of any capitalization size. The fund will invest at least 80 percent of its assets in common stocks of technology-related companies. It may meet this objective by directly investing in equity securities, or by investing in other investment companies, including ETFs, that invest primarily in equity securities. The fund is non-diversified.Specialization | Technology, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Amm Funds |
| Mutual Fund Family | Oelschlager Investments |
| Mutual Fund Category | Technology |
| Benchmark | Dow Jones Industrial |
| Phone | 877 593 8637 |
| Currency | USD - US Dollar |
Towpath Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Towpath Technology's current stock value. Our valuation model uses many indicators to compare Towpath Technology value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Towpath Technology competition to find correlations between indicators driving Towpath Technology's intrinsic value. More Info.Towpath Technology is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 1,797,615,385 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Towpath Technology's earnings, one of the primary drivers of an investment's value.Towpath Technology Systematic Risk
Towpath Technology's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Towpath Technology volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Towpath Technology correlated with the market. If Beta is less than 0 Towpath Technology generally moves in the opposite direction as compared to the market. If Towpath Technology Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Towpath Technology is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Towpath Technology is generally in the same direction as the market. If Beta > 1 Towpath Technology moves generally in the same direction as, but more than the movement of the benchmark.
Towpath Technology Thematic Clasifications
Towpath Technology is part of Tech Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in technology. Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services
This theme covers Funds investing in technology. Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. Get More Thematic Ideas
Towpath Technology is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Technology category is currently estimated at about 49.91 Billion. Towpath Technology adds roughly 4.67 Million in net asset claiming only tiny portion of funds listed under Technology category.| Tech Funds | View |
Towpath Technology November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Towpath Technology help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Towpath Technology. We use our internally-developed statistical techniques to arrive at the intrinsic value of Towpath Technology based on widely used predictive technical indicators. In general, we focus on analyzing Towpath Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Towpath Technology's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8093 | |||
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 3.71 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.08 |
Other Information on Investing in Towpath Mutual Fund
Towpath Technology financial ratios help investors to determine whether Towpath Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Towpath with respect to the benefits of owning Towpath Technology security.
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