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 Dow Down 0.10% Nasdaq Up 0.23%
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Hancock Horizon Value Instl (HHGTX)

29.25 Up 0.03(0.10%) Apr 17
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Prev Close:29.22
YTD Return*:2.76%
Net Assets*:198.20M
Yield*:0.73%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for HHGTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SIG1.8135.81
HP1.7729.39
ESL1.776.60
CBS1.72-0.67
CVS1.694.18

Fund Basics

Morningstar Overall Rating:
Total Assets:198.2M
Category:Large Value
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:2.76%
5y Avg Return:18.92%
Rank in Category (ytd):30
% Rank in Category (ytd):2.3%
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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