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| 29.60 Net Asset Value | -0.24% 1 Day | -4.36% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | 5.25 Sales Expenses | 2.05% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +2.03% | 3 years | -1.64% | |
| 3 months | -2.66% | 5 years | +9.08% | |
| 1 year | +6.86% | Since inception | +9.63% |
| SNWAX | Category | |
|---|---|---|
| Performance 5-yr return | +9.08% | +12.47% |
| Expense ratio | 2.05% | 1.31% |
| Risk 5 year sharpe ratio | 0.59 | 0.94 |
| Net assets | $46.7M | $999.1M |
| Average market cap | $2.1B | $3.0B |
| Average P/E | 17.0 | 17.7 |
| Portfolio turnover | 74% | 74% |
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 / 6 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| U.S. stock | 96.03% |
| International stock | 3.97% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| LCI Lannett Company Inc | 4.71% |
| PBF PBF Energy Inc | 4.48% |
| SKX Skechers USA Inc | 4.47% |
| FNB F.N.B. Corp | 4.37% |
| AEL American Equity Investment Life Holding Co | 4.28% |
| PAY Verifone Systems Inc | 4.27% |
| OFG OFG Bancorp | 3.97% |
| BIG Big Lots Inc | 3.93% |
| X United States Steel Corp | 3.76% |
| UMPQ Umpqua Holdings Corp | 3.75% |
