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Morningstar

Towle & Co

Towle & Co Parent Rating

Average
Morningstar Manager Research

Towle& Co's track record as a steward is mixed, leading to an Average Parent Pillar rating.

The experienced longest-tenured portfolio management at Towle& Co is a core advantage over global asset management peers. With 21 years of average tenure across the management group, it is clear they've been put through their paces. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Towle & Co Investments

Mutual Funds

See All Towle & Co Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

119.99 Mil

Investment Flows (TTM)

−11.89 Mil

Asset Growth Rate (TTM)

−10.78%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Towle Deep Value40
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

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  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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