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  •  Dow Down 0.58% Nasdaq Down 0.26%

    Hancock Horizon Value Instl (HHGTX)

    26.57 Down 0.07(0.26%) Mar 4
    Prev Close:26.64
    YTD Return*:-5.24%
    Net Assets*:173.60M
    Yield*:0.68%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for HHGTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    UNH1.866.13
    NOC1.868.01
    DV1.75-7.29
    PEG1.742.90
    BLL1.72-5.57

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:173.6M
    Category:Large Value
    Annual Report Expense Ratio (net):0.99%

    Performance & Risk

    YTD Return:-5.24%
    5y Avg Return:13.93%
    Rank in Category (ytd):93
    % Rank in Category (ytd):6.74%
    Beta (3y):1.17
    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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