Huntington Macro 100 Inv A
2960 N. Meridian Street Suite 300 Pittsburgh PA 15237-7010
Phone: 800-253-0412
| Category: | Large Growth | | Fund Family: | Huntington | | Net Assets: | 830.00K | | Year-to-Date Return: | -0.16% | | Yield: | 1.01% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-04 |
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B. Randolph Bateman
Lead Manager since
01-Sep-08 | | | Bateman is president and chief investment officer of the advisor. He joined the Huntington National Bank in 2000 as chief investment officer. Bateman served as senior vice president of Star Bank from 1988 through 2000. Bateman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return which consists of capital appreciation and income. The fund invests at least 80% of assets in equity securities within the S&P 500 with the best potential for superior investment returns. It holds 100 securities. |
| Last Dividend
(30-Dec-08):
| 0.07 | | Last Cap Gain
(17-Dec-07):
| 0.78 | | Annual Holdings Turnover
| 318.00% | | Average for Category:
| 106.08% |
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| Expense | HMALX | Category
Avg | | Total Expense Ratio: | 1.82%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$1,106 | $750 | | 5 Yr Expense Projection*: |
$1,489 | $1,203 | | 10 Yr Expense Projection*: |
$2,559 | $2,363 |
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0.10 (1.26%)
