Coho Relative Value Fund Quote
Coho Relative is trading at 1.21 as of the 26th of December 2025; that is No Change since the beginning of the trading day. The fund's open price was 1.21. The performance scores are derived for the period starting the 26th of November 2025 and ending today, the 26th of December 2025. Click here to learn more.
Coho Mutual Fund Highlights
| Fund Concentration | Coho Funds, Large Funds, Large Value Funds, Large Value, Coho (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | July |
Coho Relative Value [CESGX] is traded in USA and was established 26th of December 2025. 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 1.31% with the current yeild of 9.17%, while the total return for the last 3 years was 0.92%.
Check Coho Relative Probability Of Bankruptcy
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
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| USB | US Bancorp | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SYY | Sysco | Stock | Consumer Staples | |
| STT | State Street Corp | Stock | Financials | |
| SJM | The J M | Stock | Consumer Staples | |
| ROST | Ross Stores | Stock | Consumer Discretionary | |
| MRK | Merck Company | Stock | Health Care |
Coho Relative Value Risk Profiles
| Mean Deviation | 2.74 | |||
| Standard Deviation | 11.13 | |||
| Variance | 123.84 | |||
| Risk Adjusted Performance | (0.07) |
Coho Relative Against Markets
Coho Relative Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Coho Relative mutual fund to make a market-neutral strategy. Peer analysis of Coho Relative could also be used in its relative valuation, which is a method of valuing Coho Relative by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Coho Mutual Fund
Coho Relative financial ratios help investors to determine whether Coho Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Coho with respect to the benefits of owning Coho Relative security.
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