3 / 5 Stars
3 2 3 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#111 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap 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 21.77 percent over the past year, 13.62 percent over the past three years, 19.70 percent over the past five years, and 10.02 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.2%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||10.0%|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies whose geographical, political and/or demographic situs positions them to outperform other companies. It invests at least 80% of the fund's assets in equity securities. Equity securities include common stocks, preferred stocks and securities convertible into common stocks such as convertible bonds and convertible preferred stocks which, if rated by a Nationally Recognized Statistical Ratings Organization, will be investment-grade at the time of investment. The fund may also invest up to 20% of its assets in the equity securities of foreign issuers.
Fees are Low compared to funds in the same category.
Huntington Situs Fund has an expense ratio of 1.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.