| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
5
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#168 in Large Value
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 14.54 percent over the past year, 12.04 percent over the past three years, 3.44 percent over the past five years, and 5.75 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.5% |
| 1 Year | 14.5% |
| 3 Years (Annualized) | 12.0% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | 5.8% |
Summary
The investment seeks current income and moderate appreciation of capital. The fund invests primarily in domestic equity securities and under normal circumstances invests at least 80% of its assets in equity securities, such as common stock and preferred stock. It invests at least 65% of the total assets in income- producing equity securities. The fund may invest in preferred stocks or corporate debt obligations convertible into common stock. It may also invest up to 10% of its total assets in debt obligations rated below investment-grade.
Fees
Fees are Low compared to funds in the same category.
Huntington Income Equity Fund has an expense ratio of 1.44 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
