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COHOX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$13.04
Change
-$0.07 (-0.53%)
Net Assets
262.72M

COHOX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Walt Disney Company (The) (NYSE:DIS), Lowe's Companies (NYSE:LOW), Microchip Technology (NASDAQ:MCHP), Dollar General Corp (NYSE:DG).

Industry description

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.

Market Cap

The average market capitalization across the Coho Relative Value Equity MF is 127.57B. The market cap for tickers in the group ranges from 16.71B to 451.47B. UNH holds the highest valuation in this group at 451.47B. The lowest valued company is DG at 16.71B.

Volume

The average weekly volume growth across all stocks in the Coho Relative Value Equity MF was 37%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 50
Price Growth Rating: 53
SMR Rating: 37
Profit Risk Rating: 45
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Managed Portfolio Series (Coho)615 EAST MICHIGAN STREETMILWAUKEE
Phone
N/A
Web
www.cohofunds.com