Hancock Horizon Growth Tr
One Freedom Valley Drive Oaks PA 19456
Map
Phone: 800-738-2625
| Category: | Mid-Cap Growth | | Fund Family: | Advisors Inner Circle II | | Net Assets: | 50.84M | | Year-to-Date Return: | -13.69% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-01 |
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John C. Portwood
Lead Manager since
31-May-07 | | | Portwood serves as director of trust investments and chief investment strategist with Hancock Bank, his employer since 1998. Previously, he was a senior vice president with First NBC from 1989 to 1998. He has more than 34 years of investment experience. Portwood earned his Chartered Financial Analyst designation in 1980, and he is a member of the Financial Analyst Society of New Orleans. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $500 | | 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 its assets in U.S. common stocks of companies with medium to large capitalizations (in excess of $1 billion) whose sales and earnings are expected to grow at an above average rate. Management attempts to keep sector weightings similar to that of its benchmark, the Russell 1000 Growth Index, and its peer funds in the Lipper Multi-Cap Growth Funds Classification. |
| Last Dividend
(29-Mar-01):
| 0.00 | | Last Cap Gain
(13-Dec-07):
| 0.39 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 113.42% |
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| Expense | HHRTX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$353 | $697 | | 5 Yr Expense Projection*: |
$612 | $1,085 | | 10 Yr Expense Projection*: |
$1,352 | $2,151 |
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