Dow Down 0.02% Nasdaq Up 0.32%

Hancock Horizon Value Instl (HHGTX)

30.67 Down 0.01(0.03%) Nov 25
Prev Close:30.67
YTD Return*:4.44%
Net Assets*:190.81M
Yield*:0.81%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for HHGTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ACM1.6911.76
NOC1.6721.25
RE1.6210.96
MRO1.61-0.40
RTN1.6115.98

Fund Basics

Morningstar Overall Rating:
Total Assets:190.81M
Category:Large Value
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:4.44%
5y Avg Return:15.04%
Rank in Category (ytd):94
% Rank in Category (ytd):7.24%
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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