Mutual Funds - Profile

Investment House Growth Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is driven by fundamental analysis to buy growing companies at reasonable valuations.

The strategy emphasizes capital growth over the long term.

Then the research team looks for companies with improved productivity and having a broad distribution network and high barriers to entry.

The team favors highly capitalized companies that are market leaders and operated by management teams with proven track record driving global economic growth.

Then the manager constructs a diversified portfolio More

Price

  • Last Close
  • $65.82
    +0.57
  • 52 Week HL
  • $70.28 - $50.67
  • Net Assets
  • $171.415 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Facebook Inc. 9.8
Apple Inc. 9.3
Amazon 7.5
Intuit 7.1
Paypal Holdings 5.6
Company Holding
Alphabet Inc. 3.8
Alphabet Inc. 3.8
Intuitive Surgical 3.4
Texas Instuments 3.4
Scotts Miracle 3.0
Total 56.7%

Manager

  • Name
  • Jed M. Cohen
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
16.2 % YTD

  • 3 Year
  • 92.6%
  • 5 Year
  • 176.01%
  • Best
  • 41.65%
    2009
  • Worst
  • -4.47%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
TIHGX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.4% -15.9% 17.6% 1.2% 11.3% 0.6% 2% -0.3% 7.1% 19.8% -
Q2 12.3% 30.6% 3% 10.4% 7.5% -1.7% -1.3% 5% 0.1% -5% -
Q3 6.4% 14.9% -1.2% 6.4% 5.3% 7.7% -7.5% 1.8% 10.6% 6.6% -
Q4 0.6% 10.6% 8.7% -18.1% 6.3% -1% 10.9% 2.6% 13.4% 1.3% -

Returns +
M

J F M A M J J A S O N D
2021 -1.7% 0.7% 2.4% 7% -1% 6% 2.7% 3.8% -0.2% -4% - -
2020 2.3% -6.9% -11.7% 15.3% 6.6% 6.3% 9.5% 10.7% -5.2% -3% 9.3% 4.3%

Annual Return

Index Comparison

Alpha

NAV