5 / 5 Stars
5 5 4 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#5 in Small Blend
U.S. News evaluated 218 Small Blend 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 19.94 percent over the past year, 16.91 percent over the past three years, 10.28 percent over the past five years, and 13.93 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.1%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||10.3%|
|10 Years (Annualized)||13.9%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in common stocks and other equity securities of companies with small capitalizations located or doing business in Alabama, Florida, Georgia, Louisiana, Mississippi and Texas. It considers small capitalization companies to be those with market capitalizations not greater than $3 billion at the time of initial purchase.
Fees are Above Average compared to funds in the same category.
Hancock Horizon Burkenroad Small Cap Fund has an expense ratio of 1.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.