Huntington Situs A (HSUAX) Fund Ranking and Research

Ranking, Research and Recommendation of Huntington Situs A (HSUAX) Fund

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Fund Manager - David Miller

Fund Manager Information

Fund Manager Tenure: 3.3 years
Similar Funds: HSUTX 
Fund Family: Rational Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Huntington Situs A Fund (HSUAX) Profile

Fund Profile and Description

Huntington Situs A Fund seeks to achieve long term capital appreciation. Huntington Situs A Fund invests at least 80% of assets in equity securities of U.S. companies. It primarily invests in equity securities of companies whose geographical, political and/or demographic status positions them to outperform other companies. Huntington Situs A Fund may also invest up to 20% of assets in foreign securities.

 

 What we like about Huntington Situs A (HSUAX) Fund

Data for Huntington Situs A Fund (HSUAX) as of May 30, 2016

• Huntington Situs A Fund (HSUAX) management has been with Huntington Situs A Fund for 3.3 years
• Huntington Situs A Fund (HSUAX) ratio of up-years vs down years is greater than 2
• Huntington Situs A Fund (HSUAX) has an annual stock turnover rate of 35.00% vs Mid-Cap Growth average of 50.96%. It is good that Huntington Situs A management does not trade extensively for its return.
• Huntington Situs A Fund (HSUAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.9, lower than category average of 13.49

 What we are cautious about Huntington Situs A (HSUAX) Fund

Data for Huntington Situs A Fund (HSUAX) as of May 30, 2016

• Huntington Situs A Fund (HSUAX) has a less-than-ideal short-term performance (1-year return -10.25% vs -5.73% Mid-Cap Growth category median performance)
• Huntington Situs A Fund (HSUAX) has a less-than-ideal mid-term performance (3-year return 1.32% vs 8.38% Mid-Cap Growth category median performance)
• Huntington Situs A Fund (HSUAX) has a less-than-ideal Long-term performance (5-year return 4.98% vs 7.70% Mid-Cap Growth category median performance)
• Huntington Situs A Fund (HSUAX) has a Morningstar rating of 3 and below
• Huntington Situs A Fund (HSUAX) does not have a good risk adjusted return as its 3-year Alpha of -8.89 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.16
• Huntington Situs A Fund (HSUAX) has a higher expense ratio of 1.31% than its Mid-Cap Growth average of 1.28%
• Huntington Situs A Fund (HSUAX) carries a 4.75% load
• Asset base in Huntington Situs A Fund (HSUAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support

See Huntington Situs A Fund (HSUAX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Huntington Situs A	-0.26	-10.25	1.32	4.98
Akre Focus Instl (AKRIX)	3.59	1.80	11.15	15.02	Compare
Baron Asset Instl (BARIX)	1.54	-1.98	10.28	10.08	Compare
Bright Rock Mid Cap Growth Instl (BQMGX)	8.53	4.53	9.87	5.79	Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)	0	0	0
PowerShares Russell Midcap Pure Gr ETF (PXMG)	-0.83%	-6.85%	5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)	1.16%	-5.74%	7.25%
iShares Morningstar Mid-Cap Growth (JKH)	1.51%	-5.25%	9.06%
Vanguard Mid-Cap Growth ETF (VOT)	3.05%	-4.02%	9.94%

 

Huntington Situs A (HSUAX) Fund Net Asset

Track net asset change of Huntington Situs A fund (HSUAX)

Date	Net Asset
05/2016	$27.39M
03/2016	$28.82M
02/2016	$29.41M

More historic net asset information on Huntington Situs A Fund (HSUAX)

  

Huntington Situs A (HSUAX) Fund Portfolio Allocation

Track portfolio allocation change of Huntington Situs A fund (HSUAX)

Date	Cash	Stock	Bond	Other
03/2016	2.56%	97.44%	0%	0%
12/2015	6.67%	93.31%	0%	0.01%
09/2015	3.96%	96.03%	0%	0.01%

Click here to see more historic asset allocation information on Huntington Situs A Fund (HSUAX)

 

Top 10 Holdings in Huntington Situs A (HSUAX) Fund

Discover what Huntington Situs A Fund (HSUAX) manager is buying

Mar 30, 2016 Hawaiian Holdings, Inc. [2.33%] AAON, Inc. [2.13%] Universal Forest Products, Inc. [2.03%] CSG Systems International, Inc. [2%] Vulcan Materials Company (Holdi [1.95%] Cantel Medical Corp. Common Sto [1.91%] UGI Corporation Common Stock [1.91%] Ebix, Inc. [1.89%] Aegion Corp [1.87%] Owens & Minor, Inc. Common Stoc [1.86%]

Dec 30, 2015 ABAXIS, Inc. [2.93%] iShares Core S&P Small-Cap [2.79%] Diodes Incorporated [2.71%] Neogen Corporation [2.7%] Hillenbrand Inc Common Stock [2.67%] iShares US Real Estate [2.64%] SPDR® S&P 600 Small Cap ETF [2.5%] Trinity Industries, Inc. Common [2.43%] RLI Corp. Common Stock [2.39%] Cardtronics, Inc. [2.36%]

Sep 29, 2015 Myriad Genetics, Inc. [3.6%] Evercore Partners Inc Class A C [3.06%] Sanderson Farms, Inc. [2.89%] Watts Water Technologies, Inc. [2.89%] Diodes Incorporated [2.84%] Amsurg Corp. [2.79%] International Bancshares Corpor [2.66%] Quanta Services, Inc. Common St [2.65%] ACI Worldwide, Inc. [2.57%] South State Corporation [2.52%]

Click here for Stock Holding Change Map in Huntington Situs A Fund (HSUAX)

  

Latest News on Huntington Situs A (HSUAX) Fund

See what is happening with Huntington Situs A Fund (HSUAX)

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Popular pages on Huntington Situs A (HSUAX) Fund

• Huntington Situs A (HSUAX) Fund Research and Recommendation
• Huntington Situs A (HSUAX) Fund Performance Data
• Huntington Situs A (HSUAX) Fund Manager Information
• Historic Huntington Situs A (HSUAX) Fund Asset Allocation Report
• Historic Huntington Situs A (HSUAX) Fund Top 10 Holding Tracking
• Historic Huntington Situs A (HSUAX) Fund Asset Under Management Tracking