Nasdaq - Delayed Quote USD

MSS Series Trust - Towpath Focus Fund (TOWFX)

14.82 -0.10 (-0.67%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

Fund Summary

The advisor 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 American Depository Receipts ("ADRs"). Companies in which the fund invests may be of any capitalization size. Under normal circumstances, it will invest at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities. It is non-diversified.

Fund Overview

Category Large Value
Fund Family Oelschlager Investments
Net Assets 33.98M
YTD Return 7.25%
Yield 1.33%
Morningstar Rating
Inception Date Dec 31, 2019

Performance & Risk

YTD Return 5.41%
5y Average Return 0.00%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

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