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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 279 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.5% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize current income while attempting to minimize volatility. The fund seeks to achieve its objective by investing exclusively in a combination of underlying Huntington funds (the "underlying funds"); with asset allocation target range of 70% Income and 30% Equity, which may include up to 15% in Money Market instruments in order to meet the fund's investment objectives. The Equity portion of the fund's portfolio is significantly weighted to large-cap domestic equities and may also include weightings to international, mid-cap and small-cap equities. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Huntington Income Generation Fund has an expense ratio of 0.79 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
