2 / 5 Stars
2 2 4 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#264 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.59 percent over the past year, 13.91 percent over the past three years, 21.19 percent over the past five years, and 6.78 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.5%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||6.8%|
The investment seeks long-term capital appreciation. 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 focuses on stocks of companies with medium to large market capitalizations (in excess of $2 billion) whose sales and earnings are expected to grow at an above average rate. The Adviser employs a quantitative method of analysis in its investment decision making.
Fees are Average compared to funds in the same category.
Hancock Horizon Growth Fund has an expense ratio of 1.28 percent.
Risk is Average compared to funds in the same category according to Morningstar.