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Hancock Horizon Value Instl (HHGTX)

28.89 Up 0.26(0.91%) Oct 23
Prev Close:28.89
YTD Return*:3.15%
Net Assets*:189.61M
Yield*:0.82%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for HHGTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UHS1.9527.75
FL1.9133.83
ACM1.7511.52
DIS1.7514.52
TAP1.7331.24

Fund Basics

Morningstar Overall Rating:
Total Assets:189.61M
Category:Large Value
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:3.15%
5y Avg Return:14.46%
Rank in Category (ytd):94
% Rank in Category (ytd):7.26%
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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