| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
4
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 6.24 percent over the past year, 7.90 percent over the past three years, 1.96 percent over the past five years, and 7.13 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.4% |
| 1 Year | 6.2% |
| 3 Years (Annualized) | 7.9% |
| 5 Years (Annualized) | 2.0% |
| 10 Years (Annualized) | 7.1% |
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 1.18 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
