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 Dow Down 0.28% Nasdaq Down 0.17%

Henssler Equity Institutional (HEQCX)

15.30 Down 0.03(0.20%) Jul 21
Prev Close:15.33
YTD Return*:4.97%
Net Assets*:100.35M
Yield*:1.05%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HEQCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BNS.TO3.1810.06
WFC3.1317.56
AXP3.015.60
BBT2.977.74
AFL2.76-5.09

Fund Basics

Morningstar Overall Rating:
Total Assets:100.35M
Category:Large Blend
Annual Report Expense Ratio (net):0.80%

Performance & Risk

YTD Return:4.97%
5y Avg Return:16.48%
Rank in Category (ytd):86
% Rank in Category (ytd):5.24%
Beta (3y):0.98
Morningstar Risk Rating:2

Fund Summary

The investment seeks growth of capital. Under normal circumstances, the fund invests more than 90% of its total assets in common stocks. It may invest in companies of any size. The fund may invest up to 20% of its total assets in common stocks of foreign issuers that are traded in the United States and in American Depositary Receipts of foreign companies. View More
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