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| 27.12 Net Asset Value | +0.44% 1 Day | +5.81% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | 5.25 Sales Expenses | 1.93% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -3.56% | 3 years | -0.48% | |
| 3 months | +10.83% | 5 years | +11.44% | |
| 1 year | +1.56% | Since inception | +10.24% |
| SNWAX | Category | |
|---|---|---|
| Performance 5-yr return | +11.44% | +7.67% |
| Expense ratio | 1.93% | 1.35% |
| Risk 5 year sharpe ratio | 0.60 | 0.81 |
| Net assets | $57.3M | $823.4M |
| Average market cap | $1.1B | $2.6B |
| Average P/E | 19.4 | 19.1 |
| Portfolio turnover | 61% | 61% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Snow Capital Funds |
| Fund manager & tenure | Joshua Schachter / 5 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| U.S. stock | 93.15% |
| International stock | 6.85% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| GDOT Green Dot Corp | 4.52% |
| TGI Triumph Group Inc | 4.35% |
| LCI Lannett Company Inc | 4.30% |
| AAWW Atlas Air Worldwide Holdings Inc | 4.19% |
| OFG OFG Bancorp | 4.10% |
| -- | 4.10% |
| IART Integra LifeSciences Holdings Corp | 3.98% |
| WAIR Wesco Aircraft Holdings Inc | 3.84% |
| PBF PBF Energy Inc | 3.70% |
| ACCO ACCO Brands Corp | 2.91% |
