Coho Relative Value Fund Quote

CESGX Fund  USD 12.39  0.03  0.24%   

Performance

13 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Coho Relative is trading at 12.39 as of the 29th of March 2024; that is 0.24% increase since the beginning of the trading day. The fund's open price was 12.36. Coho Relative has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Coho Relative Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of ESG Companies. Its investments in equity securities will primarily consist of common stocks. The fund focuses its investments in dividend paying equity securities issued by larger-capitalization companies. More on Coho Relative Value

Moving together with Coho Mutual Fund

  0.96VVIAX Vanguard Value IndexPairCorr
  0.86DOXGX Dodge Cox StockPairCorr
  0.97FFMMX American Funds AmericanPairCorr
  0.97FFFMX American Funds AmericanPairCorr
  0.97AMRMX American Mutual FundPairCorr
  0.95AMFFX American Mutual FundPairCorr

Coho Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Coho Relative's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Coho Relative or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationCoho Funds, Large Value Funds, Large Value, Coho (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of November 2022
Fiscal Year EndJuly
Coho Relative Value [CESGX] is traded in USA and was established 29th of March 2024. Coho Relative is listed under Coho category by Fama And French industry classification. The fund is listed under Large Value category and is part of Coho family. This fund currently has accumulated 54.25 M in assets under management (AUM) with minimum initial investment of 5 K. Coho Relative Value is currently producing year-to-date (YTD) return of 4.7% with the current yeild of 0.01%, while the total return for the last 3 years was 4.79%.
Check Coho Relative Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Coho Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Coho Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Coho Relative Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Coho Relative Value Mutual Fund Constituents

LOWLowes CompaniesStockConsumer Discretionary
USBUS BancorpStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
SYYSyscoStockConsumer Staples
STTState Street CorpStockFinancials
SJMJM SmuckerStockConsumer Staples
ROSTRoss StoresStockConsumer Discretionary
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Coho Relative Target Price Odds Analysis

Based on a normal probability distribution, the odds of Coho Relative jumping above the current price in 90 days from now is about 1.79%. The Coho Relative Value probability density function shows the probability of Coho Relative mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Coho Relative has a beta of 0.7098 suggesting as returns on the market go up, Coho Relative average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Coho Relative Value will be expected to be much smaller as well. Additionally, coho Relative Value has an alpha of 0.0011, implying that it can generate a 0.001077 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 12.39HorizonTargetOdds Above 12.39
98.14%90 days
 12.39 
1.79%
Based on a normal probability distribution, the odds of Coho Relative to move above the current price in 90 days from now is about 1.79 (This Coho Relative Value probability density function shows the probability of Coho Mutual Fund to fall within a particular range of prices over 90 days) .

Coho Relative Value Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Coho Relative market risk premium is the additional return an investor will receive from holding Coho Relative long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Coho Relative. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Coho Relative's alpha and beta are two of the key measurements used to evaluate Coho Relative's performance over the market, the standard measures of volatility play an important role as well.

Coho Relative Against Markets

Picking the right benchmark for Coho Relative mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Coho Relative mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Coho Relative is critical whether you are bullish or bearish towards Coho Relative Value at a given time. Please also check how Coho Relative's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Coho Relative without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Coho Mutual Fund?

Before investing in Coho Relative, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Coho Relative. To buy Coho Relative fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Coho Relative. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Coho Relative fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Coho Relative Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Coho Relative Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Coho Relative Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Coho Relative Value?

The danger of trading Coho Relative Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Coho Relative is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Coho Relative. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Coho Relative Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Coho Relative Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price.
Note that the Coho Relative Value information on this page should be used as a complementary analysis to other Coho Relative's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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When running Coho Relative's price analysis, check to measure Coho Relative's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Coho Relative is operating at the current time. Most of Coho Relative's value examination focuses on studying past and present price action to predict the probability of Coho Relative's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Coho Relative's price. Additionally, you may evaluate how the addition of Coho Relative to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Coho Relative's value and its price as these two are different measures arrived at by different means. Investors typically determine if Coho Relative is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Coho Relative's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.