Nasdaq - Delayed Quote USD

The Investment House Growth Fund (TIHGX)

70.80 -1.33 (-1.84%)
As of 8:06 AM EDT. Market Open.
Loading Chart for TIHGX
DELL
  • Previous Close 72.13
  • YTD Return 13.31%
  • Expense Ratio 1.43%
  • Category Large Growth
  • Last Cap Gain 80.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 220.07M
  • Beta (5Y Monthly) 1.25
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.05
  • Inception Date Dec 28, 2001

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.

Investment House Funds

Fund Family

Large Growth

Fund Category

220.07M

Net Assets

2001-12-28

Inception Date

Performance Overview: TIHGX

Trailing returns as of 4/25/2024. Category is Large Growth.

YTD Return

TIHGX
13.31%
Category
12.38%
 

1-Year Return

TIHGX
44.87%
Category
41.70%
 

3-Year Return

TIHGX
8.56%
Category
22.56%
 

5-Year Return

TIHGX
15.40%
Category
21.98%
 

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Holdings: TIHGX

Top 10 Holdings (65.88% of Total Assets)

SymbolCompany% Assets
META
Meta Platforms, Inc. 13.66%
INTU
Intuit Inc. 10.22%
AAPL
Apple Inc. 9.32%
AMZN
Amazon.com, Inc. 7.51%
NVDA
NVIDIA Corporation 7.11%
ISRG
Intuitive Surgical, Inc. 4.68%
GOOGL
Alphabet Inc. 4.08%
GOOG
Alphabet Inc. 3.25%
ADBE
Adobe Inc. 3.02%
ACN
Accenture plc 3.02%

Sector Weightings

SectorTIHGX
Technology   44.53%
Healthcare   7.00%
Industrials   6.26%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

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