Huntington Real Strategies A 5800 Corporate Drive Pittsburgh PA 15237-7010 Map
Phone: 800-253-0412
| Category: | Moderate Allocation | | Fund Family: | Huntington | | Net Assets: | 1.26M | | Year-to-Date Return: | -7.59% | | Yield: | 1.03% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-May-07 |
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Peter A. Sorrentino
Lead Manager since
31-May-07 | | | Sorrentino is director of equity research at Bartlett, his employer since March 1999. Previously, he was director of research and portfolio manager with Firstar Corporation from January 1996 to February 1999. Prior to that, he was the regional director of portfolio management at Banc One Investment Advisors from May 1987 to January 1996. Sorrentino holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return. The fund normally invests in real estate-related, commodities-related and inflation-protected investments based on global market and economic conditions. |
| Last Dividend
(29-May-08):
| 0.00 | | Last Cap Gain
(17-Dec-07):
| 0.13 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 71.15% |
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| Expense | HRSAX | Category Avg | | Total Expense Ratio: | 1.70%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$1,143 | $626 | | 5 Yr Expense Projection*: |
$1,552 | $953 | | 10 Yr Expense Projection*: |
$2,689 | $1,864 |
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