Huntington Income-Equity Tr
2960 N. Meridian Street Suite 300 Pittsburgh PA 15237-7010
Phone: 800-253-0412
| Category: | Large Value | | Fund Family: | Huntington | | Net Assets: | 85.00M | | Year-to-Date Return: | -8.35% | | Yield: | 3.98% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jul-89 |
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Craig J Hardy
Lead Manager since
01-Nov-03 | | | Hardy serves as a senior portfolio manager and vice president for Huntington. He joined the Huntington National Bank in 1998 as a vice president and is a member of its investment policy committee. Hardy holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income and moderate appreciation of capital. The fund normally invests at least 65% of assets in income-producing equity securities. It may invest up to 10% of total assets in debt obligations rated below investment grade. |
| Last Dividend
(29-Apr-09):
| 0.05 | | Last Cap Gain
(9-Sep-08):
| 0.00 | | Annual Holdings Turnover
| 88.00% | | Average for Category:
| 68.55% |
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| Expense | HIEFX | Category
Avg | | Total Expense Ratio: | 1.16%
| 1.29% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$362 | $633 | | 5 Yr Expense Projection*: |
$628 | $940 | | 10 Yr Expense Projection*: |
$1,386 | $1,829 |
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0.25 (1.43%)
