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Hancock Horizon Value Instl (HHGTX)

30.76 Up 0.20(0.65%) Sep 16
Prev Close:30.56
YTD Return*:7.79%
Net Assets*:205.53M
Yield*:0.78%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for HHGTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UHS1.8841.35
DIS1.7318.85
XRX1.7014.75
FL1.6739.70
HPQ1.6637.08

Fund Basics

Morningstar Overall Rating:
Total Assets:205.53M
Category:Large Value
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:7.79%
5y Avg Return:16.08%
Rank in Category (ytd):72
% Rank in Category (ytd):5.58%
Beta (3y):1.11
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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