3 / 5 Stars
1 1 5 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 17.96 percent over the past year, 13.05 percent over the past three years, 16.60 percent over the past five years, and 6.79 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.4%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||16.6%|
|10 Years (Annualized)||6.8%|
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 are Low compared to funds in the same category.
Huntington Dividend Capture Fund has an expense ratio of 0.89 percent.
Risk is Low compared to funds in the same category according to Morningstar.