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| 33.37 Net Asset Value | +0.03% 1 Day | +1.43% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | 5.25 Sales Expenses | 1.85% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +0.27% | 3 years | +2.38% | |
| 3 months | -2.85% | 5 years | +7.17% | |
| 1 year | +13.70% | Since inception | +9.75% |
| SNWAX | Category | |
|---|---|---|
| Performance 5-yr return | +7.17% | +9.10% |
| Expense ratio | 1.85% | 1.29% |
| Risk 5 year sharpe ratio | 0.37 | 0.68 |
| Net assets | $38.7M | $1.0B |
| Average market cap | $2.0B | $2.8B |
| Average P/E | 12.9 | 17.9 |
| 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 / 7 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| U.S. stock | 94.57% |
| International stock | 4.17% |
| Cash | 1.26% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| FNB F.N.B. Corp | 4.37% |
| AEL American Equity Investment Life Holding Co | 4.31% |
| CAKE Cheesecake Factory Inc | 4.26% |
| OFG OFG Bancorp | 4.17% |
| BKU BankUnited Inc | 4.10% |
| UMPQ Umpqua Holdings Corp | 4.05% |
| AAWW Atlas Air Worldwide Holdings Inc | 3.87% |
| BIG Big Lots Inc | 3.83% |
| PAY Verifone Systems Inc | 3.78% |
| IDTI Integrated Device Technology Inc | 3.73% |
