Monongahela Mutual Funds List
Here you can find all mutual funds issued by Monongahela and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.85%
- Avg. 1 Year Return
- 23.61%
- Avg. 5 Year Return
- 9.63%
- Median Risk/Return Score
- 71 / 100
Monongahela Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Monongahela All Cap Value Fund | Mid Cap Value Equities | Jul 1, 2013 | 0.85% | 17.32% | 12.60% | 5.55% | 71 |
Explore top Monongahela Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Monongahela Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Monongahela All Cap Value Fund | 71 | — | Jul 2013 |
Best-Performing Monongahela Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Monongahela All Cap Value Fund | 9.63% | — | Jul 2013 |
Lowest-Cost Monongahela Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Monongahela All Cap Value Fund | 0.85% | — | Jul 2013 |
Highest-Yield Monongahela Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Monongahela All Cap Value Fund | 5.55% | — | Jul 2013 |
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