Towle Deep Value Fund Quote

TDVFX Fund  USD 19.38  0.12  0.62%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Towle Deep is trading at 19.38 as of the 4th of December 2024; that is 0.62 percent decrease since the beginning of the trading day. The fund's open price was 19.5. Towle Deep has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Towle Deep Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by purchasing equity securities of companies that Towle Co., the funds investment advisor, believes are deeply discounted relative to the companies earnings potential. It invests primarily in equity securities of U.S. More on Towle Deep Value

Moving together with Towle Mutual Fund

  0.91VSIIX Vanguard Small CapPairCorr
  0.91VISVX Vanguard Small CapPairCorr
  0.89DFSVX Us Small CapPairCorr
  0.86DFFVX Us Targeted ValuePairCorr

Towle Mutual Fund Highlights

Fund ConcentrationTowle Funds, Large Funds, Small Value Funds, Small Value, Towle (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Towle Deep Value [TDVFX] is traded in USA and was established 4th of December 2024. Towle Deep is listed under Towle category by Fama And French industry classification. The fund is listed under Small Value category and is part of Towle family. This fund at this time has accumulated 108.01 M in assets with minimum initial investment of 5 K. Towle Deep Value is currently producing year-to-date (YTD) return of 0.25% with the current yeild of 0.01%, while the total return for the last 3 years was 2.49%.
Check Towle Deep Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Towle Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Towle Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Towle Deep Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Towle Deep Value Mutual Fund Constituents

GTGoodyear Tire RubberStockConsumer Discretionary
ADNTAdient PLCStockConsumer Discretionary
TPCTutor PeriniStockIndustrials
LBRTLiberty Oilfield ServicesStockEnergy
SKYWSkyWestStockIndustrials
TGITriumph GroupStockIndustrials
HOFTHooker FurnitureStockConsumer Discretionary
DANDana IncStockConsumer Discretionary
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Towle Deep Value Risk Profiles

Towle Deep Against Markets

Other Information on Investing in Towle Mutual Fund

Towle Deep financial ratios help investors to determine whether Towle Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Towle with respect to the benefits of owning Towle Deep security.
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