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    Hancock Horizon Value Instl (HHGTX)

    30.72 Up 0.24(0.79%) Dec 19
    Prev Close:30.48
    YTD Return*:6.22%
    Net Assets*:193.30M
    Yield*:0.80%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for HHGTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Energy Select Sector SPDR® ETF3.2138.08
    Industrial Select Sector SPDR® ETF2.3233.94
    DV1.7824.67
    UNH1.7432.80
    NOC1.7423.52

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:193.3M
    Category:Large Value
    Annual Report Expense Ratio (net):0.99%

    Performance & Risk

    YTD Return:6.22%
    5y Avg Return:14.57%
    Rank in Category (ytd):93
    % Rank in Category (ytd):7.2%
    Beta (3y):1.14
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation with a secondary goal of current income. The fund seeks capital appreciation by investing primarily (at least 80% of its net assets, plus any borrowings for investment purposes) in U.S. common stocks. It invests in "undervalued" companies with medium to large capitalizations (in excess of $2 billion) that the Adviser believes are of sound financial quality and are actively traded in the market. View More
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