|
|
| 33.89 Net Asset Value | +0.15% 1 Day | +36.16% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | 5.25 Sales Expenses | 2.70% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +1.84% | 3 years | +20.24% | |
| 3 months | +9.13% | 5 years | -- | |
| 1 year | +42.00% | Since inception | +22.64% |
| SNWAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +11.44% |
| Expense ratio | 2.70% | 1.41% |
| Risk 5 year sharpe ratio | -- | 1.01 |
| Net assets | $85.5M | $850.5M |
| Average market cap | $1.6B | $2.2B |
| Average P/E | 15.8 | 17.6 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Snow Capital Management L.P. |
| Fund manager & tenure | Joshua Schachter / 3 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| U.S. stock | 98.18% |
| Cash | 1.19% |
| International stock | 0.62% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| BIG Big Lots, Inc. | 4.06% |
| HNT Health Net Inc | 4.02% |
| PAY VeriFone Systems, Inc. | 3.87% |
| SPR Spirit AeroSystems Holdings, Inc. | 3.77% |
| AAWW Atlas Air Worldwide Holdings Inc | 3.74% |
| FNFG First Niagara Financial Group Inc | 3.70% |
| KMT Kennametal Inc. | 3.64% |
| PL Protective Life Corp | 3.63% |
| AIZ Assurant Inc | 3.52% |
| CYH Community Health Systems Inc | 3.47% |
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