Fund Evaluator:
The Investment House Growth (TIHGX)
Follow This Fund
Best Performing in Large Growth Over the Last Year
| 39.6% | Tanaka Growth (TGFRX) |
| 35.2% | Fidelity Advisor OTC Z (FOTJX) |
| 35.1% | Fidelity OTC (FOCPX) |
| 34.8% | Chase Growth N (CHASX) |
| 27.3% | Fidelity Advisor Focused Stock Z (FSFOX) |
Fund Details
The Investment House Growth Overview
The Investment House Growth (TIHGX) is an actively managed U.S. Equity Large Growth fund. Investment House Funds launched the fund in 2001.
The investment seeks long term capital appreciation. The central premise of the fund's investment style is "growth at a reasonable price" or "GARP." The fund usually invests in a diversified portfolio of common stocks from small, medium and large capitalization companies. It invests primarily in common stocks. While it is anticipated that the fund will invest across a range of industries, certain sectors are likely to be overweighted compared to others because the Adviser seeks best investment opportunities regardless of sector.
About The Investment House Growth (TIHGX)
There are 1 members of the management team with an average tenure of 24.61 years: Timothy Wahl (2001). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: S&P 500 (TR) (1970) index with a weighting of 100%. The Investment House Growth has 37 securities in its portfolio. The top 10 holdings constitute 67.9% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
The Investment House Growth is part of the Equity global asset class and is within the U.S. Equity fund group. The Investment House Growth has 2.6% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 97.4%. There is 2.6% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). The Investment House Growth has 0.0% of the portfolio in cash.
Assets Under Management
The fund has $227 million in total assets, which is below the $2 billion average for the Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
TIHGX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The The Investment House Growth expense ratio is high compared to funds in the Large Growth category. The Investment House Growth has an expense ratio of 1.41%, which is 47% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. The Investment House Growth has a portfolio turnover rate of 2%, indicating that holds its assets around 0.5 years. By way of comparison, the average portfolio turnover is 54% for the Large Growth category.
Recently, in the month of July 2026, The Investment House Growth returned 3.7%, which earned it a grade of A, as the Large Growth category had an average return of -3.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
The Investment House Growth has a trailing yield of 0.00%, which is below the 0.06% category average. The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
The Investment House Growth Grades
Year to date, the fund has returned 1.2%, 2.6 percentage points worse than the category, which translates into a grade of D. The fund has returned 3.3% over the past year (grade of D), 16.2% over the past three years (grade of D) and 7.5% per year over the past five years (grade of D) and 15.0% per year over the past 10 years (grade of C).
For more mutual fund grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Learn more here: https://invest.aaii.com/membership.
Otherwise, for more information about The Investment House Growth, including its riskiness, submit your email to unlock the rest of the article.
Gain access to exclusive AAII member-only content.
TIHGX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| TIHGX Return (NAV) | 3.7% | 2.1% | 3.3% | 16.2% | 7.5% | 15.0% |
| TIHGX Grade | A | C | D | D | D | C |
| +/- Category | 6.7% | 0.3% | -5.8% | -1.9% | -1.2% | -0.4% |
| Large Growth Avg | -3.1% | 1.7% | 9.1% | 18.1% | 8.7% | 15.4% |
| TIHGX Tax Cost Ratio | na | na | 0.0% | 0.0% | 0.0% | 0.0% |
TIHGX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| TIHGX Return (NAV) | 1.2% | 10.4% | 31.4% | 49.9% | -37.0% | 21.3% | 39.6% | 32.8% | -4.5% | 34.1% | 5.4% |
| TIHGX Grade | D | F | C | A | F | C | B | C | F | A | B |
| +/- Category | -2.6% | -5.4% | 1.8% | 11.1% | -4.9% | 0.9% | -2.7% | -0.4% | -3.8% | 4.2% | 2.7% |
| Large Growth Avg | 3.7% | 15.7% | 29.7% | 38.9% | -32.1% | 20.4% | 42.3% | 33.2% | -0.7% | 29.8% | 2.7% |
| Risk Measures | |
| Standard Deviation: | 17.7% |
| Total Risk Index: | 1.44 - High |
| Category Risk Index: | 1.00 - Above Average |
| Category Risk Grade: | D (66% Rank) |
| Beta: | 1.24 |
| R-Squared: | 84% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $227 Mil |
| Fund Total Assets: | $ 227 Mil |
| Share Class Type: | No Load |
| Portfolio Turnover: | 2% |
Management Team
| Number of Managers: 1 | |||
| Longest Tenure: 24.6 years | |||
| Average Tenure: 24.6 years | |||
| Managers (Year): Wahl Timothy (2001) | |||
Portfolio Composition (as of 5/31/26)
| # of Holdings: | 37 |
| % in Top 10 Holdings: | 67.9% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 2.6% |
Portfolio Allocation |
|
| Domestic Stock: | 97.4% |
| Foreign Stock: | 2.6% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.0% |
Purchase Information
| Fund Family: | Investment House Funds |
| Phone Number: | 888-456-9518 |
| Website: | tihllc.com |
| Status: | Open |
| Inception Date: | December 28, 2001 |
| Min. Initial Purchase: | $1,000 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 1.41% ( Rating : High ) |
| Category Average Expense Ratio (%): | 0.96% |
| Share Class: | The Investment House Growth |
| Min. Subsequent Purchase: | $ 100 |
| Min. Subsequent IRA Purchase: | $ 0 |
