Dow Down 0.18% Nasdaq Up 0.39%

Hancock Horizon Value Instl (HHGTX)

30.95 Down 0.02(0.06%) Sep 2
Prev Close:30.97
YTD Return*:3.20%
Net Assets*:198.95M
Yield*:0.81%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for HHGTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FL1.7417.66
TAP1.7421.78
HBI1.6940.93
DIS1.6811.75
UHS1.6429.79

Fund Basics

Morningstar Overall Rating:
Total Assets:198.95M
Category:Large Value
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:3.20%
5y Avg Return:15.83%
Rank in Category (ytd):87
% Rank in Category (ytd):6.77%
Beta (3y):1.12
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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