TOWTX Mutual Fund (Towpath Technology Fund Class Institutional) is managed by Oelschlager Investments with $9.1M in net assets. TOWTX expense ratio is 1.12%, holding 41 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2020-12-31.

TOWTX performance shows a YTD return of 11.83%. The 1-year return is 22.83% and the 5-year return is 9.94%. TOWTX dividend yield stands at 1.53%, paid annually.

TOWTX top holdings include Alphabet Inc Common Stock USD 0.001 (11.3%), Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (9.7%), Kla Corp_None_0 (6.8%), Ituran Location And Control Ltd (4.9%), Meta Platforms, Inc. (4.9%). View all TOWTX holdings, sector breakdown, or dividend history.

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