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Towle Deep Value (TDVFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.19-0.04 (-0.21%)
At close: 8:00PM EDT
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Previous Close19.23
YTD Return3.98%
Expense Ratio (net)1.20%
Morningstar Rating★★★★
Morningstar Risk Rating★★★★★
Last Cap Gain0.00
Net Assets167.81M
Beta (3y)1.66
Holdings Turnover40.00%
Last Dividend0.00
Inception DateOct 31, 2011
Average for CategoryN/A
  • Reuterslast year

    U.S. small cap funds shine in 1st quarter but may have harder road ahead

    The steep decline and subsequent rebound in the U.S. stock market over the first three months of the year were a boon to U.S. small cap managers, who took advantage of what some considered a short window of low prices to add shares in companies ranging from retailers to steel makers. "We went on a buying spree," said Chris Towle, co-manager of the Towle Deep Value fund, which is up 2.2 percent for the year to date, compared with a 3.7 percent decline in the benchmark Russell 2000. Towle's fund added seven positions to its portfolio of 35 stocks in the first quarter, buying companies including retailers Pier 1 Imports Inc, which the fund bought at $4 and closed Thursday at $6.47, and Destination Maternity Corp , which the fund bought near $5 per share and now trades just below $7.

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