2 / 5 Stars
1 1 4 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 463 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 24.58 percent over the past year, 14.68 percent over the past three years, 13.17 percent over the past five years, and 5.43 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||22.8%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||5.4%|
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 Above Average compared to funds in the same category.
Hancock Horizon Growth Fund has an expense ratio of 2.03 percent.
Risk is Average compared to funds in the same category according to Morningstar.