| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
5
2
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 330 Large Value 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 14.82 percent over the past year, 11.76 percent over the past three years, 5.21 percent over the past five years, and 6.99 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.3% |
| 1 Year | 14.8% |
| 3 Years (Annualized) | 11.8% |
| 5 Years (Annualized) | 5.2% |
| 10 Years (Annualized) | 7.0% |
Summary
The investment seeks total return on investment, with dividend income an important component of that return. The fund normally invests at least 65% of its assets in dividend-paying stocks, and the Advisor focuses on those it believes are undervalued or out-of-favor. It may invest in convertible bonds and other securities [such as preferred stock and real estate investment trusts ("REITs")] that contain aspects of both stocks and bonds. The fund generally invests in mature, middle and large-capitalization U.S. corporations.
Fees
Fees are Low compared to funds in the same category.
Huntington Dividend Capture Fund has an expense ratio of 1.21 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
