COHOX

Active

Coho Relative Value Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.79%
Annual Cost per $10K
$79.00
30-Year Fee Drag per $10K
$15,174
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+0.37%

Asset Allocation

US Equity
89%
Intl Equity
7%
Cash
4%

Fee Comparison

COHOX
0.79%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

25% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+7.33%3Y
Compare to

Fee Impact Calculator

$
%
COHOX at 0.79%$304,742
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$75,871
Cost vs index fund−$72,682

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
COHOXCoho Relative Value Equity Fund0.79%
AWSHXWashington Mutual Investors Fund0.31%
FCNKXFidelity Contrafund0.56%
AFMFXAmerican Mutual Fund0.57%
AICCXInvestment Co of America0.32%
AMCFXAMCAP Fund0.43%
JLGMXJPMorgan Large Cap Growth Fund0.94%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FBCCXFidelity Blue Chip Growth Fund0.97%
JVMAXDisciplined Value Mid Cap Fund0.74%
MEIAXMFS Value Fund0.79%
FMAEXFidelity Magellan Fund0.62%
CDIRXColumbia Dividend Income Fund1.15%
OIEFXJPMorgan Equity Income Fund0.95%
FLCNXFidelity Contrafund K60.45%
OAZMXOakmark Fund0.63%
MFEJXMFS Growth Fund0.58%
FRISXFranklin Rising Dividends Fund0.52%
PEIYXPutnam Large Cap Value Fund0.63%
JMUEXJPMorgan U.S. Equity Fund0.94%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
IWRiShares Russell Mid-Cap ETF0.18%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
FOCKXFidelity OTC Portfolio1.05%
JHQAXJPMorgan Hedged Equity Fund0.82%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
AASRXAmerican Beacon Small Cap Value Fund0.77%
CCIFXColumbia Seligman Technology and Information Fund0.91%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
FDTRXFranklin Dynatech Fund0.45%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
VAFAXInvesco American Franchise Fund0.93%
TRZQXT. Rowe Price Equity Income Fund0.53%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
FNIAXFidelity Advisor New Insights Fund0.90%
GETGXVictory Sycamore Established Value Fund0.89%
LSITXClearBridge Large Cap Growth Fund0.64%
IWPiShares Russell Mid-Cap Growth ETF0.23%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
ANODXSmall Cap Growth Fund0.79%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
LGLOXLord Abbett Growth Leaders Fund0.59%
FDSSXFidelity Stock Selector Fund0.49%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
XFBRXVIP Mid Cap Portfolio0.82%
DAGVXBNY Mellon Dynamic Value Fund0.93%
PBCJXBlue Chip Fund0.92%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
SVFIXSmead Value Fund0.90%
THLCXTHRIVENT LARGE CAP GROWTH FUND0.76%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
DFATDimensional U.S. Targeted Value ETF0.28%
QVG2QVIP Growth Portfolio0.66%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
CEYRXCalvert Equity Fund0.58%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
JGAQXJPMorgan Value Advantage Fund0.99%
PPAInvesco Aerospace & Defense ETF0.58%
DFUVDimensional U.S. Marketwide Value ETF0.21%
NICSXNicholas Fund, Inc.0.70%
TILCXT. Rowe Price Large-Cap Value Fund0.56%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
PLVJXLargeCap Value Fund III0.94%
LSSNXLoomis Sayles Small Cap Growth Fund0.83%
CCASXCONESTOGA SMALL CAP FUND1.10%
MRERXMFS Core Equity Fund0.88%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
NWKCXNationwide Geneva Small Cap Growth Fund0.83%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
MFRKXMFS Research Fund0.46%
MEFAXMassMutual Mid Cap Growth Fund1.11%
FMILXFidelity New Millennium Fund0.76%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
FSMLXFranklin Small Cap Growth Fund0.67%
SHAPXClearBridge Appreciation Fund0.91%
PMJAXPIMCO RAE US Small Fund0.90%
FDSVXFidelity Growth Discovery Fund0.62%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
IHIiShares U.S. Medical Devices ETF0.38%
ACGIXInvesco Growth and Income Fund0.78%
JLCNXFundamental Large Cap Core Fund0.65%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
CHFTXInvesco Charter Fund0.68%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
JSECXJPMorgan Small Cap Equity Fund1.24%
FGSLXFidelity Growth Strategies Fund0.61%
JGAVXJPMorgan U.S. Value Fund0.94%
MPGFXMairs & Power Growth Fund0.62%
DLCZXDestinations Large Cap Equity Fund0.81%

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