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  •  Dow Down 0.52% Nasdaq Down 0.25%

    Hancock Horizon Burkenroad Small Cap D (HYBUX)

    56.51 Down 0.38(0.67%) Aug 3
    Prev Close:56.89
    YTD Return*:4.87%
    Net Assets*:760.52M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for HYBUX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MANH1.65N/A
    USPH1.62N/A
    DY1.62N/A
    HELE1.54N/A
    GTN1.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:760.52M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.60%

    Performance & Risk

    YTD Return:4.87%
    5y Avg Return:18.31%
    Rank in Category (ytd):27
    % Rank in Category (ytd):3.37%
    Beta (3y):1.09
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks long-term capital appreciation. Normally, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of companies with small capitalizations located or doing business in Alabama, Florida, Georgia, Louisiana, Mississippi and Texas. View More
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