Towpath Focus is trading at 16.06 as of the 28th of November 2024; that is 1.41 percent down since the beginning of the trading day. The fund's open price was 16.29. Towpath Focus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Towpath Focus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. 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 Focus [TOWFX] is traded in USA and was established 28th of November 2024. 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 15.08% with the current yeild of 0.01%, while the total return for the last 3 years was 8.75%.
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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.
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.