- What does SOME invest in?
- Somerset Trust Holding Company serves as the parent organization for Somerset Trust Company, furnishing a broad spectrum of banking solutions across Pennsylvania and into Maryland. Its comprehensive offerings encompass various deposit accounts, such as checking, savings, business, and individual retirement accounts, along with certificates of deposit. Customers also have access to debit and credit cards, as well as an extensive range of financing options, including residential and commercial property loans, commercial, consumer, agricultural, mortgage, personal, business, and home equity lending. Beyond core banking, the company delivers financial, retirement, and estate planning expertise, and investment products like mutual funds and annuities. It further provides essential services such as life and long-term care insurance, safe deposit boxes, and advanced online and business banking platforms. Founded in 1889, Somerset Trust Holding Company maintains its headquarters in Somerset, Pennsylvania, operating a network of 41 branches in Pennsylvania and three additional sites in Maryland.
- What is the expense ratio of SOME?
- An expense ratio for Somerset Trust Holding Company (SOME) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is SOME?
- Somerset Trust Holding Company (SOME) manages $198.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SOME actively managed or an index fund?
- SOME's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SOME launched?
- Somerset Trust Holding Company (SOME) launched in January 1999 and is managed by the fund issuer.
- How has SOME performed?
- SOME's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
