Huntington Income-Equity Inv B
5800 Corporate Drive Pittsburgh PA 15237-7010
Map
Phone: 800-253-0412
| Category: | Large Value | | Fund Family: | Huntington | | Net Assets: | 4.79M | | Year-to-Date Return: | -19.04% | | Yield: | 1.68% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-00 |
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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: | $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 current income and moderate appreciation of capital. The fund normally invests at least 65% of assets in income-producing equity securities. It may invest up to 10% of total assets in debt obligations rated below investment grade. |
| Last Dividend
(30-Jul-08):
| 0.03 | | Last Cap Gain
(29-May-08):
| 0.11 | | Annual Holdings Turnover
| 90.00% | | Average for Category:
| 59.97% |
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| Expense | HUIEX | Category
Avg | | Total Expense Ratio: | 1.89%
| 1.28% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.67% | | 3 Yr Expense Projection*: |
$894 | $592 | | 5 Yr Expense Projection*: |
$1,221 | $906 | | 10 Yr Expense Projection*: |
$2,082 | $1,779 |
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