COHOX : Coho Relative Value Equity Fund Advisor Class

COHOX is a US Stocks Market Large Blend with HIGH fees.

COHOX

Coho Relative Value Equity Fund Advisor Class

FI Score

43 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

43% FI Score
  • cohox
  • Mutual Fund
  • US Stocks
  • Large Blend

Coho Relative Value Equity Fund Advisor Class

Expenses: 0.93% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The equity securities in which the fund primarily invests include common stocks. It focuses its investments in dividend paying equity securities issued by larger-capitalization ("larger cap") companies. The adviser generally considers a company to be a larger cap company if it has a market capitalization, at the time of purchase, over $5 billion.

Largest Holdings

Amount Holding
5.79% Amgen Inc
5.60% UnitedHealth Group Inc
4.61% Lowe's Companies Inc
4.51% The Kroger Co
4.34% Johnson & Johnson
4.24% Marsh & McLennan Companies Inc
4.19% CVS Health Corp
4.07% Ross Stores Inc
3.83% Dollar General Corp
3.76% State Street Corporation
3.71% Merck & Co Inc
3.40% AmerisourceBergen Corp
3.14% Chevron Corp
3.14% Conagra Brands Inc
3.03% Philip Morris International Inc
2.94% Microchip Technology Inc
2.94% Omnicom Group Inc
2.89% Unilever NV ADR
2.84% W.W. Grainger Inc
2.64% JM Smucker Co
2.63% Altria Group Inc
2.57% 3M Co
2.52% Aflac Inc
2.37% Abbott Laboratories
2.17% Global Payments Inc

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