Towpath Technology Fund (TOWTX) Alternatives
Towpath Technology Fund (TOWTX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TOWTX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TOWTX
TOWTX charges 1.10% annually. Among mutual funds in the Technology Equities category, these options have the lowest expense ratios among TOWTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Communication Services Index Fund Admiral... | 0.10% | Mar 11, 2005 | TOWTX vs VTCAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.10% | Mar 25, 2004 | TOWTX vs VITAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | Jun 24, 2013 | TOWTX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | Apr 4, 2024 | TOWTX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | Oct 2, 2018 | TOWTX vs FIKHX |
Best Risk-Adjusted Alternatives to TOWTX
Among mutual funds in the Technology Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | 99 | Sep 23, 2022 | TOWTX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | Jul 28, 1985 | TOWTX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 94 | Jul 29, 1985 | TOWTX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 93 | Oct 2, 2018 | TOWTX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 92 | Dec 27, 2000 | TOWTX vs FELIX |
Top Performing TOWTX Alternatives (YTD)
TOWTX alternatives from the Technology Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 9.56% | Oct 28, 2007 | TOWTX vs ALTEX | |
| Fidelity Select Tech Hardware Portfolio | 9.40% | Jul 28, 1985 | TOWTX vs FDCPX | |
| ARK Venture Fund | 6.04% | Sep 23, 2022 | TOWTX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 4.31% | Nov 25, 2009 | TOWTX vs STK | |
| Rydex Electronics Fund | 1.62% | Mar 31, 1998 | TOWTX vs RYSIX |
Lowest Volatility Alternatives to TOWTX
TOWTX alternatives from the Technology Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.62% | Nov 1, 1993 | TOWTX vs GTTIX | |
| ARK Venture Fund | 18.44% | Sep 23, 2022 | TOWTX vs ARKVX | |
| Vanguard Communication Services Index Fund Admiral... | 20.09% | Mar 11, 2005 | TOWTX vs VTCAX | |
| Nationwide NYSE Arca Tech 100 Index Fund | 22.50% | Jun 9, 1996 | TOWTX vs NWJCX | |
| Saratoga Technology & Communications Portfolio | 22.65% | Oct 21, 1997 | TOWTX vs STPAX |
Lowest Drawdown Alternatives to TOWTX
TOWTX alternatives from the Technology Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | -8.14% | Sep 23, 2022 | TOWTX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.45% | Nov 1, 1993 | TOWTX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -12.75% | Jun 9, 1996 | TOWTX vs NWJCX | |
| Black Oak Emerging Technology Fund | -12.77% | Dec 28, 2000 | TOWTX vs BOGSX | |
| Vanguard Communication Services Index Fund Admiral... | -13.56% | Mar 11, 2005 | TOWTX vs VTCAX |
Other Mutual Funds from Oelschlager Investments
Most popular Oelschlager Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Towpath Focus Fund | Large Cap Value Equities | 87 | 2.10% | Dec 31, 2019 | TOWTX vs TOWFX |
Often Compared With TOWTX
What investors most often compare with TOWTX, based on PortfoliosLab usage data.
Compare TOWTX with Any Fund or Stock
Compare TOWTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.