Towpath Technology Fund Quote
| TOWTX Fund | USD 14.33 0.06 0.42% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Towpath Technology is trading at 14.33 as of the 25th of November 2024; that is 0.42 percent up since the beginning of the trading day. The fund's open price was 14.27. Towpath Technology has about a 20 % 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 Technology are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of February 2024 and ending today, the 25th of November 2024. Click here to learn more.
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. More on Towpath Technology
Moving against Towpath Mutual Fund
Towpath Mutual Fund Highlights
| Thematic Idea | Tech Funds (View all Themes) |
| Fund Concentration | Oelschlager Investments Funds, Large Blend Funds, Technology Funds, Tech Funds, Technology, Oelschlager Investments, Large Blend, Technology (View all Sectors) |
| Update Date | 30th of September 2024 |
Towpath Technology [TOWTX] is traded in USA and was established 25th of November 2024. Towpath Technology is listed under Oelschlager Investments category by Fama And French industry classification. The fund is listed under Technology category and is part of Oelschlager Investments family. The entity is thematically classified as Tech Funds. Towpath Technology at this time has accumulated 4.67 M in assets with minimum initial investment of 2 K. with the current yeild of 0.0%.
Check Towpath Technology 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 Technology 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 Technology Mutual Fund Constituents
| ACN | Accenture plc | Stock | Information Technology | |
| BAH | Booz Allen Hamilton | Stock | Information Technology | |
| CHKP | Check Point Software | Stock | Information Technology | |
| CSGS | CSG Systems International | Stock | Industrials | |
| DBX | Dropbox | Stock | Information Technology | |
| DOX | Amdocs | Stock | Information Technology | |
| FLT | Fleetcor Technologies | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Towpath Technology Risk Profiles
| Mean Deviation | 0.534 | |||
| Semi Deviation | 0.7288 | |||
| Standard Deviation | 0.7311 | |||
| Variance | 0.5346 |
Towpath Technology Against Markets
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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