C
Towle Value Fund TDVFX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
500
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
E
PBF Energy Inc Class A
PBF - CNSX
D
Par Pacific Holdings Inc
PARR - NYSE
D
Alpha Metallurgical Resources Inc
AMR - NYSE
C
G-III Apparel Group Ltd
GIII - NASDAQ
D
Stellantis NV
STLA - NYSE
Performance
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Beta
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60-Day Total Return
90-Day Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
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52-Week High
Beta / Standard Deviation
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Standard Deviation
Company Information
Provider
Towle
Manager/Tenure
(Years)
Peter J. Lewis (13), Christopher D. Towle (13), James M. Shields (11), 1 other
Address
Towle Fund
Milwaukee WI - 53201-2175
Country
United States
Phone Number
888-998-6953
Investment Strategy
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by purchasing equity securities of companies that Towle & Co., the fund’s investment advisor, believes are deeply discounted relative to the companies’ earnings potential. It invests primarily in equity securities of U.S. issuers and maintains the flexibility to invest in common stocks of companies across different market capitalization levels, although the advisor's investment process generally gravitates towards smaller companies. It is non-diversified.