| 14.17 Net Asset Value | +0.64% 1 Day | +24.19% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | No Load Sales Expenses | 1.55% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +16.36% | 3 years | -- | |
| 3 months | +18.32% | 5 years | -- | |
| 1 year | +51.85% | Since inception | +15.98% |
| CHOEX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.30% |
| Expense ratio | 1.55% | 1.44% |
| Risk 5 year sharpe ratio | -- | 0.41 |
| Net assets | $58.8M | $721.1M |
| Average market cap | $831.8M | $1.8B |
| Average P/E | -- | 15.3 |
| Portfolio turnover | 17% | 17% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Chou America |
| Fund manager & tenure | Francis Chou / 2 Years |
| Minimal initial investment | $5,000.00 |
| Minimum IRA investment | $5,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 32.68% |
| Consumer service | 24.06% |
| Telecommunication | 22.16% |
| Financial service | 10.01% |
| Energy | 5.80% |
| RFP Resolute Forest Products Inc | 17.47% |
| OSTK Overstock.com, Inc. | 16.58% |
| SHLD Sears Holdings Corporation | 4.86% |
| MBI MBIA Inc | 4.52% |
| -- Mannkind Cv 3.75% | 4.26% |
| -- Bk Amer ([Wts/Rts]) | 3.64% |
| -- Jpmorgan Chase ([Wts/Rts]) | 3.61% |
| ASFI Asta Funding, Inc. | 2.56% |
| UTSI UTStarcom Holdings Corp | 2.46% |
| -- Wells Fargo & Co New ([Wts/Rts]) | 1.57% |
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