Henderson US Focus B
737 North Michigan Avenue Suite 1700 Chicago IL 60611
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Phone: 866-343-6337
| Category: | Large Growth | | Fund Family: | Henderson Global | | Net Assets: | 720.00K | | Year-to-Date Return: | -11.62% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-04 |
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Carlo Castronovo
Lead Manager since
30-Nov-06 | | | Castronovo is a manager in the North American Multi-Strategy Equities team. He joined Henderson from AMP Asset Management when it merged with Henderson in 1998. He initially joined as analyst, International Equities and then moved to the position of derivative specialist followed by Associate Director, Derivatives & Structured Products before moving to his current role in 2005. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in securities of companies domiciled in the United States. Under normal circumstances, the it will invest at least 90% of total assets in equity securities and 80% to 90% of the portfolio will be invested in the 1000 largest companies based on market capitalization domiciled in the United States. The fund's investments in these companies will be primarily in equity securities, such as common and preferred stock and securities convertible into common stock. |
| Last Dividend
(19-Nov-04):
| 0.02 | | Last Cap Gain
(6-Dec-07):
| 1.74 | | Annual Holdings Turnover
| 167.00% | | Average for Category:
| 98.32% |
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| Expense | HFUBX | Category
Avg | | Total Expense Ratio: | 2.70%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$973 | $622 | | 5 Yr Expense Projection*: |
$1,255 | $957 | | 10 Yr Expense Projection*: |
$2,296 | $1,889 |
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1.49% Nasdaq 
0.27%
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