COHIX Mutual Fund

Fund Essentials

Net Assets
$415M
Expense Ratio
0.79%
Dividend Yield (Current)
1.67%
Holdings
30
Inception Date
May 15, 2014
Fund Family
Coho Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+24.92%
1 Year+24.92%
3 Year+12.55%
5 Year+9.27%

Asset Allocation

Stocks: 96.26%
Other: 3.74%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.67%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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COHIX Mutual Fund Overview

COHIX Mutual Fund (Coho Relative Value Equity Fund) is managed by Coho Funds with $414.7M in net assets. COHIX expense ratio is 0.79%, holding 30 positions across various sectors. Inception date: 2014-05-15.

COHIX performance shows a YTD return of 24.92%. The 1-year return is 24.92% and the 5-year return is 9.27%. COHIX dividend yield stands at 1.67%, paid annually.

COHIX top holdings include a diversified portfolio. View all COHIX holdings, sector breakdown, or dividend history.

COHIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COHIX alternatives are available via the screener, along with tax-loss harvesting opportunities.