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  •  Dow Up 0.87% Nasdaq Up 0.34%

    The Investment House Growth (TIHGX)

    25.97 Up 0.16(0.62%) Dec 22
    Prev Close:25.81
    YTD Return*:12.42%
    Net Assets*:66.34M
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for TIHGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL8.9445.33
    FB6.7838.08
    SSYS6.70-28.14
    INTU4.4123.36
    EBAY3.290.28

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:66.34M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.43%

    Performance & Risk

    YTD Return:12.42%
    5y Avg Return:18.40%
    Rank in Category (ytd):32
    % Rank in Category (ytd):1.87%
    Beta (3y):1.13
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long term capital appreciation. The central premise of the fund's investment style is "growth at a reasonable price" or "GARP." The fund usually invests in a diversified portfolio of common stocks from small, medium and large capitalization companies. It invests primarily in common stocks. While it is anticipated that the fund will invest across a range of industries, certain sectors are likely to be overweighted compared to others because the Adviser seeks best investment opportunities regardless of sector. View More
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