Towle deep value fund morningstar
WebJan 2, 2024 · Morningstar rates it as a four-star Gold fund. It’s one of only two Great Owl funds in the category, which are defined as funds with risk-adjusted performance in the top 20% of their group for the past 3-, 5-, 10- and 20-year periods. The other is Mutual of America 2030 which is primarily available through retirement plans. WebNov 30, 2024 · Towle Deep Value TDVFX Portfolio Morningstar Analyst Rating ... Fund Type Index Funds ; ... S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are …
Towle deep value fund morningstar
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WebFeb 28, 2024 · Towle Deep Value Fund: (MF: TDVFX) (NASDAQ Mutual Funds) As of Mar 17, 2024 08:00 PM ET Add to portfolio $16.28 USD -0.30 (-1.81%) Zacks MF Rank 4-Sell 4 … WebFeb 28, 2024 · Towle Deep Value TDVFX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2024 See Towle & Co Investment Hub Quote Chart Fund Analysis Performance Sustainability Risk Price...
WebNov 29, 2024 · TOWLE DEEP VALUE FUND Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Towle Deep Value Fund Fund , … WebApr 3, 2024 · Towle Deep Value Fund Small Value Morningstar category S&P 500 TR USD Benchmark index As of Feb 28 2024. Profile and investment Top 5 holdings Data delayed …
WebOct 21, 2013 · Dear Carefree: So far so good with superior short-term returns. According to M* TDVFX has the best YTD and I-Year return in the SCV space. Fees are a little high, and the minimum investment is $50,000 for regular account and $20,000 for IRA, however; the fund's website indicates the fund is available in lesser amount from named discount brokers. WebJan 31, 2024 · Towle Deep Value Fund Milwaukee, WI 53233 803 West Michigan Street Investment Managers Series Trust (Towle) Management Information G. Lukas Barthelmess, Lead Manager since January 31, 2024 Luke...
WebJan 16, 2024 · TDVFX is a small, relatively unknown mutual fund that has been turning out impressive performance since inception, but with considerable volatility. As you can see in the chart above, the assets...
WebMar 21, 2024 · Funds with less than $100 million in assets, institutional funds and investment minimums over $100,000 were excluded. All data from Morningstar Direct. 20. Royce Opportunity Invmt (RYPNX) 1-Yr.... pink country bridesmaid dressespink country dressesWebTowle Deep Value Fund The investment objective of the Towle Deep Value Fund is to seek long-term capital appreciation. In attempting to capitalize on inefficiencies in the public … pink coupons for sweatpantsWebTDVFX A complete Towle Deep Value Fund mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. pink country time lemonadeWebFeb 28, 2024 · Unlock our full analysis with Morningstar Investor Portfolio Holdings DEEP More DEEP Holdings Current Portfolio Date Apr 5, 2024 Equity Holdings 101 Bond Holdings 0 Other Holdings 2 % Assets... pink coupons in storeWebTowle & Co. manages equity portfolios for investors seeking the potential for excess, non-correlated returns. Our deep-value, investment discipline strives to identify, invest in and capitalize on significant discrepancies between stock market prices and the intrinsic value of publicly traded companies. pink coupons onlineWebOct 29, 2013 · Investors who want to join the Towles in investing in their fund will pay $1.20 per $100 invested, a level that Morningstar considers average. Reporting by David Randall; Editing by Linda Stern... pink couture bridal gown