Towpath Technology FundTOWTX

MUTUAL FUNDOelschlager
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$7.8M
Expense ratio
1.12%
1-year return
+4.4%
3 years, a year
—
5 years, a year
—
Holdings
41

What it aims to do.

"The Towpath Technology Fund (the ""Fund"") the Fund seeks long-term capital appreciation."

Top 10 holdings.

Holding% of fund
GOOGL Alphabet, Inc.11.29%
Fidelity Institutional Cash Portfolios9.72%
KLAC KLA Corp.6.78%
ITRN Ituran Location & Control Ltd.4.94%
META Meta Platforms, Inc.4.93%
AAPL Apple, Inc.4.73%
CSCO Cisco Systems, Inc.3.28%
CHKP Check Point Software Technologies Ltd.2.90%
ZM Zoom Video Communications, Inc.2.62%
CRM Salesforce, Inc.2.41%

More on TOWTX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.