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Huntington Situs A (HSUAX) Fund Ranking and Research
Ranking, Research and Recommendation of Huntington Situs A (HSUAX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - David Miller
Fund Manager Information
Fund Manager Tenure: 3.9 yearsSimilar 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 3.9 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
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% |
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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 |
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% |
Top 10 Holdings in Huntington Situs A (HSUAX) Fund
Discover what Huntington Situs A Fund (HSUAX) manager is buying
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%] | 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%] | 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%] |
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