Oelschlager Investments Mutual Funds List
Here you can find all mutual funds issued by Oelschlager Investments and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.11%
- Avg. 1 Year Return
- 21.04%
- Avg. 5 Year Return
- 10.40%
- Median Risk/Return Score
- 53 / 100
Oelschlager Investments Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Towpath Focus Fund | Large Cap Value Equities | Dec 31, 2019 | 1.11% | 6.57% | — | 1.71% | 85 | ||||||||
| Towpath Technology Fund | Technology Equities | Feb 2, 2021 | 1.10% | 7.64% | — | 1.58% | 20 |
Explore top Oelschlager Investments Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Oelschlager Investments Mutual funds by Risk/Return Score
The top Oelschlager Investments Mutual funds by PortfoliosLab Risk/Return Score are TOWFX (85) and TOWTX (20).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Towpath Focus Fund | 85 | — | Dec 2019 | |
| Towpath Technology Fund | 20 | — | Feb 2021 |
Best-Performing Oelschlager Investments Mutual funds Over 5 Years
The top Oelschlager Investments Mutual funds is TOWFX (11.79%).
Across the lineup, Oelschlager Investments Mutual funds show an average 1-year return of 21.04% and an average 5-year return of 10.40%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Towpath Focus Fund | 11.79% | — | Dec 2019 | |
| Towpath Technology Fund | 9.00% | — | Feb 2021 |
Lowest-Cost Oelschlager Investments Mutual funds
The top Oelschlager Investments Mutual funds is TOWTX (1.10%).
With an average expense ratio of 1.11%, Oelschlager Investments Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Towpath Technology Fund | 1.10% | — | Feb 2021 | |
| Towpath Focus Fund | 1.11% | — | Dec 2019 |
Highest-Yield Oelschlager Investments Mutual funds
The top Oelschlager Investments Mutual funds is TOWFX (1.71%).
Across the lineup, Oelschlager Investments Mutual funds show an average dividend yield of 1.64%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Towpath Focus Fund | 1.71% | — | Dec 2019 | |
| Towpath Technology Fund | 1.58% | — | Feb 2021 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.