COHOX Mutual Fund

COHOX Mutual Fund

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Fund Essentials

Net Assets
$39M
Expense Ratio
0.79%
Dividend Yield (Current)
3.89%
Holdings
30
Inception Date
Aug 14, 2013
Fund Family
Coho Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-35.69%
1 Year-40.59%
3 Year-9.26%
5 Year+0.76%
10 Year+6.13%

Asset Allocation

Stocks: 96.26%
Other: 3.74%
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Dividend Summary

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Dividend Yield (Current)
3.89%
Frequency
Annually
Latest Distribution
$1.14
-

Peer Comparison

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

COHOX Mutual Fund Overview

COHOX Mutual Fund (Coho Relative Value Equity Fund) is managed by Coho Funds with $38.9M in net assets. COHOX expense ratio is 0.79%, holding 30 positions across various sectors. Inception date: 2013-08-14.

COHOX performance shows a YTD return of -35.69%. The 1-year return is -40.59% and the 5-year return is 0.76%. COHOX dividend yield stands at 3.89%, paid annually.

COHOX top holdings include a diversified portfolio. Go to all COHOX holdings, COHOX sectors, or COHOX dividends.

COHOX can be compared against other funds. Use COHOX overlap to find shared positions, or COHOX vs another fund for a side-by-side view. COHOX alternatives are available via the screener, along with tax-loss harvesting opportunities.