Towle Value ETF
TCV
$32.03
-$0.47-1.43%
Rating
Reward
Risk
Fund Information
Fund Type
ETF
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
There are no holdings to display.
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Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
1-Month High
52-Week Low
52-Week High
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Towle
Manager (Tenure in Years)
Peter J. Lewis (14), Christopher D. Towle (14), G. Lukas Barthelmess (5)
Website
Address
Towle Fund
P.O. Box 2175
Milwaukee WI - 53201-2175
P.O. Box 2175
Milwaukee WI - 53201-2175
Country
United States
Phone Number
888-998-6953
Investment Strategy
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets in publicly traded equity securities that meet the fund’s investment sub-adviser, definition of value ("Value Companies"). The sub-adviser defines Value Companies as those companies the believes are deeply undervalued relative to their earnings potential and revenue base. The sub-adviser considers a company to be deeply undervalued if its enterprise value-to-sales is less than 1.5x at the time of purchase. The sub-adviser defines enterprise value to be a company’s market capitalization plus debt less its cash and cash equivalents. It is non-diversified.