Huntington Rotating Markets Fund

Scorecard
1 / 5 Stars
Lipper
1 1 4 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

#347 in Large Blend

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.96 percent over the past year, 10.68 percent over the past three years, 18.83 percent over the past five years, and 6.07 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 23.0%
3 Years (Annualized) 10.7%
5 Years (Annualized) 18.8%
10 Years (Annualized) 6.1%

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Summary

The investment seeks capital appreciation. The fund normally invests at least 75% of its assets in equity stocks comprising the equity market segment selected by the Advisor. The Advisor will rotate among the small-cap, mid-cap, large-cap and global equity market segments. To determine which equity market segment offers the greatest potential for capital appreciation, the Advisor will use "top-down" analysis to evaluate broad economic trends, anticipate shifts in the business cycle, and determine which sectors or industries may benefit the most over the next 12 months.

Fees

Fees are Above Average compared to funds in the same category.
Huntington Rotating Markets Fund has an expense ratio of 1.43 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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