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Huntington Situs A (HSUAX) Fund Ranking and Research

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

    Last Trade: $ on , Change: (0%)

 

Graph of Huntington Situs A Fund (HSUAX) ManagerFund Manager - David Miller

Fund Manager Information

Fund Manager Tenure: 3.5 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?)

 

Graph of Huntington Situs A Fund (HSUAX) ProfileHuntington 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.

 

Huntington Situs A (HSUAX) Fund Strength 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 3.5 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

Huntington Situs A Fund (HSUAX) Weakness 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

 

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Compare Huntington Situs A Fund (HSUAX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Huntington Situs A-0.26-10.251.324.98
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Huntington Situs A Fund (HSUAX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
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%

 

Graph of Huntington Situs A Fund (HSUAX) Net Asset TrackingHuntington Situs A (HSUAX) Fund Net Asset

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

DateNet Asset
05/2016$27.39M
03/2016$28.82M
02/2016$29.41M
More historic net asset information on Huntington Situs A Fund (HSUAX)

  

Graph of Huntington Situs A Fund (HSUAX) Portfolio TrackingHuntington Situs A (HSUAX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20162.56%97.44%0%0%
12/20156.67%93.31%0%0.01%
09/20153.96%96.03%0%0.01%
Click here to see more historic asset allocation information on Huntington Situs A Fund (HSUAX)

 

graph of Huntington Situs A Fund (HSUAX) Top 10 Position TrackingTop 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)

  

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