Towpath Focus Fund Quote
| TOWFX Fund | USD 16.18 0.11 0.68% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Towpath Focus is trading at 16.18 as of the 20th of January 2025; that is 0.68 percent up since the beginning of the trading day. The fund's open price was 16.07. Towpath Focus has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 20th of January 2025. Click here to learn more.
The advisor 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 American Depository Receipts . Companies in which the fund invests may be of any capitalization size. More on Towpath Focus
Towpath Mutual Fund Highlights
| Fund Concentration | Oelschlager Investments Funds, Large Value Funds, Large Value, Oelschlager Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Towpath Focus [TOWFX] is traded in USA and was established 20th of January 2025. Towpath Focus is listed under Oelschlager Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Oelschlager Investments family. This fund at this time has accumulated 8.13 M in assets with minimum initial investment of 2 K. Towpath Focus is currently producing year-to-date (YTD) return of 3.12% with the current yeild of 0.01%, while the total return for the last 3 years was 8.23%.
Check Towpath Focus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Towpath Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Towpath Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Towpath Focus Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Towpath Focus Mutual Fund Constituents
| GNTX | Gentex | Stock | Consumer Discretionary | |
| VLO | Valero Energy | Stock | Energy | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| RHHBY | Roche Holding Ltd | OTC Stock | Health Care | |
| PBH | Prestige Brand Holdings | Stock | Health Care | |
| MCK | McKesson | Stock | Health Care | |
| INTC | Intel | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Towpath Focus Risk Profiles
| Mean Deviation | 0.4126 | |||
| Semi Deviation | 0.4629 | |||
| Standard Deviation | 0.5682 | |||
| Variance | 0.3228 |
Towpath Focus Against Markets
Other Information on Investing in Towpath Mutual Fund
Towpath Focus 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 Focus security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |