Hancock Horizon Quantitative Long/Short Fund Trust

Scorecard
3 / 5 Stars
Lipper
4 4 4 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
---
TheStreet.com
D- (Sell)

U.S. News evaluated 121 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.47 percent over the past year, 8.57 percent over the past three years, and 13.74 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 3.4%
1 Year 14.5%
3 Years (Annualized) 8.6%
5 Years (Annualized) 13.7%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by taking long and short positions in equity securities of publicly-traded companies in the United States. Using a quantitative model developed by the Adviser, it buys stocks "long" that the Adviser believes are undervalued relative to their peers, and sells stocks "short" that the Adviser believes are overvalued relative to their peers. The fund typically maintains a net long exposure of approximately 60-115% and expects that, on average, 0-35% of its assets will be sold "short."

Fees

Fees are Above Average compared to funds in the same category.
Hancock Horizon Quantitative Long/Short Fund Trust has an expense ratio of 1.48 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Hancock Horizon Funds