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 Dow Up 0.13% Nasdaq Up 0.32%

Hancock Horizon Value Instl (HHGTX)

30.52 Down 0.01(0.03%) Jul 28
Prev Close:30.52
YTD Return*:6.37%
Net Assets*:204.47M
Yield*:0.79%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for HHGTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HP1.9340.06
FL1.7025.53
DIS1.6913.18
GLW1.6125.03
ARW1.6013.57

Fund Basics

Morningstar Overall Rating:
Total Assets:204.47M
Category:Large Value
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:6.37%
5y Avg Return:17.79%
Rank in Category (ytd):67
% Rank in Category (ytd):5.21%
Beta (3y):1.13
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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