Huntington Situs A (HSUAX) Fund Ranking and Research

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

Last Trade: $25.87 on 5/17/2013, Change: +0.21 (0.82%)

 

Fund Manager - B. Bateman

Fund Manager Information

Fund Manager Tenure: 10.6 years
Similar Funds: HSUTX 
Fund Family: Huntington
Fund Category: Mid-Cap Blend
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Bateman is president and chief investment officer of the advisor. He joined the Huntington National Bank in 2000 as chief investment officer. Bateman served as senior vice president of Star Bank from 1988 through 2000. Bateman holds the Chartered Financial Analyst designation.  Get more insights on B. Bateman

 

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 Feb 27, 2013

• Huntington Situs A Fund (HSUAX) management has been with Huntington Situs A Fund for 10.6 years
• Huntington Situs A Fund (HSUAX) has good short-term performance (1-year return 18.95% vs 13.73% Mid-Cap Blend category median performance)
• Huntington Situs A Fund (HSUAX) has good mid-term performance (3-year return 17.31% vs 14.05% Mid-Cap Blend category median performance)
• Huntington Situs A Fund (HSUAX) has good Long-term performance (5-year return 8.30% vs 5.22% Mid-Cap Blend category median performance)
• Huntington Situs A Fund (HSUAX) ratio of up-years vs down years is greater than 2
• Huntington Situs A Fund (HSUAX) has a Morningstar rating of 4 and above
• Asset base in Huntington Situs A Fund (HSUAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• Huntington Situs A Fund (HSUAX) has an annual stock turnover rate of 18.00% vs Mid-Cap Blend average of 64.15%. It is good that Huntington Situs A management does not trade extensively for its return.

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

Data for Huntington Situs A Fund (HSUAX) as of Feb 27, 2013

• Huntington Situs A Fund (HSUAX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.46 that is higher than category average of 18.76
• Huntington Situs A Fund (HSUAX) has a higher expense ratio of 1.57% than its Mid-Cap Blend average of 1.28%
• Huntington Situs A Fund (HSUAX) carries a 4.75% load

See Huntington Situs A Fund (HSUAX) performance details as of Feb 27, 2013

 

Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Huntington Situs A	7.66	18.95	17.31	8.30
Invesco Endeavor A (ATDAX)	9.16	17.40	15.79	9.87	Compare
Shelton S&P Midcap Index Direct (SPMIX)	8.38	14.00	15.46	8.06	Compare
Transamerica Partners Instl Mid Value (DIMVX)	5.41	19.56	15.11	5.22	Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Guggenheim Raymond James SB-1 Equity (RYJ)	7.37%	9.52%	14.75%
Direxion All Cap Insider Sentiment Shrs (KNOW)	9.90%	9.26%	0
First Trust Value Line Equity Allc Index (FVI)	8.28%	7.51%	7.06%
JETS Contrarian Opportunities Index (JCO)	-4.16%	28.08%	0
Guggenheim Spin-Off (CSD)	8.94%	25.15%	19.42%

 

Huntington Situs A (HSUAX) Fund Net Asset

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

Date	Net Asset
02/2013	$258.92M
01/2013	$248.45M
12/2012	$220.67M

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
12/2012	1.62%	98.1%	0%	0.28%
09/2012	6.07%	93.59%	0%	0.34%
06/2012	1.67%	98.02%	0%	0.31%

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

Dec 30, 2012 Geospace Technologies Corporati [7.09%] Flowserve Corporation Common St [3.31%] Trinity Industries, Inc. Common [3.15%] Trimble Navigation Limited [3.1%] Actavis, Inc. Common Stock [3.1%] Raymond James Financial, Inc. C [2.86%] Cerner Corporation [2.55%] Red Hat, Inc. Common Stock [2.39%] Cullen/Frost Bankers, Inc. Comm [2.18%]

Sep 30, 2012 Geospace Technologies Corporati [4.93%] Watson Pharmaceuticals, Inc. Co [3.03%] Flowserve Corporation Common St [3.03%] Red Hat, Inc. Common Stock [2.81%] Cerner Corporation [2.68%] Raymond James Financial, Inc. C [2.61%] Edwards Lifesciences Corporatio [2.55%] Trinity Industries, Inc. Common [2.42%] Trimble Navigation Limited [2.37%]

Jun 29, 2012 OYO Geospace Corporation [3.21%] Cerner Corporation [3.04%] Red Hat, Inc. Common Stock [2.96%] Flowserve Corporation Common St [2.89%] Watson Pharmaceuticals, Inc. Co [2.79%] Edwards Lifesciences Corporatio [2.6%] Raymond James Financial, Inc. C [2.58%] Trimble Navigation Limited [2.43%] Jabil Circuit, Inc. Common Stoc [2.3%]

Click here for Stock Holding Change Map in 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