Performance
Trailing returns
| 1 day |
| -0.90% | |||
| 1 week |
| -4.24% | |||
| 4 week |
| -7.02% | |||
| 3 month |
| -1.49% | |||
| YTD | +11.69% |
| |||
| 1 year |
| -10.77% | |||
| 3 years* | +8.79% |
| |||
| 5 years* |
| -7.50% | |||
| *annualized | |||||
| Best 3 month return | +32.10% | |
| Worst 3 month return | -43.76% |
Morningstar statistics
Morningstar category: Mid-Cap Growth
| Return | Risk | Rating | |
| 3 years | Low | Low |
 
|
| 5 years | Low | Average |
|
| 10 years | Low | Below Average |
|
| Overall | Low | Below Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 18.13M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.57% | |
| Management fee | - | |
| Fund family | Huntington |
Asset allocation
| Cash | 0.00% | |
| Stocks | 99.97% | |
| Bonds | 0.00% | |
| Other | 0.03% |
Purchase information
| Initial | US$1,000 | |
| Additional | US$500 | |
| AIP Initial | US$50 | |
| AIP Additional | US$50 |
9.94-0.09(-0.90%)
May 18, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 65% of total assets in the equity securities of U.S. and, to a lesser extent, foreign companies. It attempts to invest in companies engaged in developing products, processes, or services that provide technological or scientific advances and efficiencies. The fund may invest in companies of any size and reserves the right to invest up to 35% of total assets in other securities, such as, corporate bonds and government securities.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Randy Hare (Started: Aug 2, 2007)
Randy Hare (Started: Aug 2, 2007)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -10.01 | -2.17 | -5.95 | -1.15 | |
| Beta* | 0.56 | 0.80 | 1.02 | 0.98 | |
| Mean annual return | -0.56 | 1.09 | -0.26 | 0.39 | |
| R-squared* | 36.50 | 63.96 | 75.13 | 72.08 | |
| Standard deviation | 15.37 | 15.58 | 22.31 | 18.31 | |
| Sharpe ratio | -0.44 | 0.83 | -0.18 | 0.15 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| AthenaHealth, Inc. (ATHN) | 5.74% | |
| American Vanguard Corporation (AVD) | 5.19% | |
| Titan Machinery, Inc. (TITN) | 4.95% | |
| NetApp, Inc. (NTAP) | 4.74% | |
| Fossil, Inc. (FOSL) | 4.68% | |
| Dick's Sporting Goods, Inc. (DKS) | 4.55% | |
| Riverbed Technology, Inc. (RVBD) | 4.53% | |
| Monster Beverage Corp (MNST) | 4.26% | |
| Brown & Brown, Inc. (BRO) | 4.22% | |
| Mylan Inc (MYL) | 4.15% |