Huntington Income-Equity A
PO Box 6110
Phone: 800-253-0412
| Category: | Large Value | | Fund Family: | Huntington | | Net Assets: | 3.12M | | Year-to-Date Return: | -4.07% | | Yield: | 2.41% | | Morningstar Rating: |  | | Fund Inception Date: | 14-May-97 |
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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: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income and moderate appreciation of capital. The fund invests at least 80% of assets in equity securities, such as common stock and preferred stock. It invests at least 65% of assets in income-producing equity securities. The fund may also invest up to 10% of assets in debt obligations rated below investment-grade, also known as junk bonds, (securities rated below BBB by Standard & Poor?s or Baa by Moody?s). |
| Last Dividend
(28-Jan-10):
| 0.02 | | Last Cap Gain
(9-Sep-08):
| 0.00 | | Annual Holdings Turnover
| 88.00% | | Average for Category:
| 69.44% |
|
| Expense | HUINX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.46% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$900 | $599 | | 5 Yr Expense Projection*: |
$1,209 | $934 | | 10 Yr Expense Projection*: |
$2,086 | $1,838 |
|
|
0.25 (1.43%)
