Huntington Mortgage Securities Instl PO Box 6110 Map
Phone: 800-253-0412
| Category: | Intermediate-Term Bond | | Fund Family: | Huntington | | Net Assets: | 102.38M | | Year-to-Date Return: | 6.14% | | Yield: | 3.64% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jun-92 |
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William G. Doughty
Lead Manager since
01-Nov-99 | | | Doughty has been a portfolio manager and head trader with Huntington Trust Company since 1984. Previously, he spent four years as a trading manager at Huntington. Doughty is a member of the Columbus Stock and Bond Club. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income. The fund normally invests at least 80% of assets in mortgage-related securities. These securities may be issued by the U.S. government or private organizations. It may invest up to 20% of assets in equity REITs. |
| Last Dividend
(27-Nov-09):
| 0.02 | | Last Cap Gain
(29-May-08):
| 0.01 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 226.70% |
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| Expense | HMTGX | Category Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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