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  •  Dow Up 0.03% Nasdaq Up 0.29%

    Hancock Horizon Value Instl (HHGTX)

    25.91 Up 0.11(0.43%) Jan 26
    Prev Close:25.80
    YTD Return*:7.11%
    Net Assets*:190.44M
    Yield*:0.65%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for HHGTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Energy Select Sector SPDR® ETF2.89-0.31
    Industrial Select Sector SPDR® ETF2.36-0.72
    UNH1.79-6.72
    STX.SI1.78-0.63
    DV1.771.18

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:190.44M
    Category:Large Value
    Annual Report Expense Ratio (net):0.99%

    Performance & Risk

    YTD Return:7.11%
    5y Avg Return:14.30%
    Rank in Category (ytd):89
    % Rank in Category (ytd):6.9%
    Beta (3y):1.13
    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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