• Investment House Growth Fund

Investment House Funds
US, Multi-Cap Growth

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Investment House Growth Fund

TIHGX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is driven by fundamental analysis to buy growing companies at reasonable valuations.

The strategy emphasizes capital growth over the long term.

Then the research team looks for companies with improved productivity and having a broad distribution network and high barriers to entry.

The team favors highly capitalized companies that are market leaders and operated by management teams with proven track record driving global economic growth.

Then the manager constructs a diversified portfolio More

Strategy Process Research Risk Philosophy

Price

Last Close

$70.23 ( +0.08 )

52 Week HL

$70.23 - $49.75

Net Assets

$171.415 M

Expense Ratio

1.42 %

Sector Allocation

Mar 31, 2021

Top 10 Holdings

Mar 31, 2021

Company Name

  • Facebook Inc.
  • Apple Inc.
  • Amazon
  • Intuit
  • Paypal Holdings

Holding

  • 9.8
  • 9.3
  • 7.5
  • 7.1
  • 5.6

Company Name

  • Alphabet Inc.
  • Alphabet Inc.
  • Intuitive Surgical
  • Texas Instuments
  • Scotts Miracle
  • Total

Holding

  • 3.8
  • 3.8
  • 3.4
  • 3.4
  • 3.0
  • 56.7%

Manager

Name

Jed M. Cohen

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Prospectus

Fact Sheet

Q2 2021

Annual Reports

2020

Website

Link

Performance

YTD

21.1 %

3 Year

124.51%

5 Year

188.34%

Best

41.65%
2009

Worst

-43.29%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.4% -15.9% 17.6% 1.2% 11.3% 0.6% 2% -0.3% 7.1% 19.8% -
Q2 12.3% 30.6% 3% 10.4% 7.5% -1.7% -1.3% 5% 0.1% -5% -
Q3 6.4% 14.9% -1.2% 6.4% 5.3% 7.7% -7.5% 1.8% 10.6% 6.6% -
Q4 - 10.6% 8.7% -18.1% 6.3% -1% 10.9% 2.6% 13.4% 1.3% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.7% 0.7% 2.4% 7% -1% 6% 2.7% 3.8% -0.2% - - -
2020 2.3% -6.9% -11.7% 15.3% 6.6% 6.3% 9.5% 10.7% -5.2% -3% 9.3% 4.3%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
TIHGX 21%40%33%-5%34%5%3%9%35%25%4%
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha 1%3%-1%-1%6%-0%-0%-2%3%11%3%

TIHGX Russell 3000

Chart +