C
Towpath Technology Fund Institutional Share Class TOWTX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
50
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
Institutional Only, Automatic Investment Plan, Phone Exchange, Wire Redemption
Top Holdings
C
Alphabet Inc Class A
GOOGL - NASDAQ
C
Apple Inc
AAPL - NASDAQ
C
Meta Platforms Inc Class A
META - NASDAQ
U
Check Point Software Technologies Ltd
CHKP - NASDAQ
B
Cisco Systems Inc
CSCO - NASDAQ
Performance
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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
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Oelschlager Investments
Manager/Tenure
(Years)
Mark W. Oelschlager (4)
Website
--
Address
N/A
-
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term capital appreciation. The adviser seeks to achieve the fund's 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. The fund will invest at least 80% of its assets in common stocks of technology-related companies. It may meet this objective by directly investing in equity securities, or by investing in other investment companies, including ETFs, that invest primarily in equity securities. The fund is non-diversified.