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Huntington Situs Instl (HSUTX) Fund Ranking and Research

Ranking, Research and Recommendation of Huntington Situs Instl (HSUTX) Fund

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

 

Graph of Huntington Situs Instl Fund (HSUTX) ManagerFund Manager - Michael Schoonover

Fund Manager Information

Fund Manager Tenure: 3.3 years
Similar Funds: HSUAX 
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 Instl Fund (HSUTX) ProfileHuntington Situs Instl Fund (HSUTX) Profile

Fund Profile and Description

Huntington Situs Instl Fund seeks to achieve long term capital appreciation. Huntington Situs Instl 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 Instl Fund may also invest up to 20% of assets in foreign securities.

 

Huntington Situs Instl (HSUTX) Fund Strength What we like about Huntington Situs Instl (HSUTX) Fund

Data for Huntington Situs Instl Fund (HSUTX) as of May 30, 2016

  • Huntington Situs Instl Fund (HSUTX) management has been with Huntington Situs Instl Fund for 3.3 years
  • Huntington Situs Instl Fund (HSUTX) ratio of up-years vs down years is greater than 2
  • Huntington Situs Instl Fund (HSUTX) has an annual stock turnover rate of 35.00% vs Mid-Cap Growth average of 50.96%. It is good that Huntington Situs Instl management does not trade extensively for its return.
  • Huntington Situs Instl Fund (HSUTX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.92, lower than category average of 13.49
  • Huntington Situs Instl Fund (HSUTX) has a lower expense ratio than its Mid-Cap Growth average: 1.06% vs 1.28%
  • Huntington Situs Instl Fund (HSUTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Huntington Situs Instl Fund (HSUTX) Weakness What we are cautious about Huntington Situs Instl (HSUTX) Fund

Data for Huntington Situs Instl Fund (HSUTX) as of May 30, 2016

  • Huntington Situs Instl Fund (HSUTX) has a less-than-ideal short-term performance (1-year return -10.12% vs -5.73% Mid-Cap Growth category median performance)
  • Huntington Situs Instl Fund (HSUTX) has a less-than-ideal mid-term performance (3-year return 1.53% vs 8.38% Mid-Cap Growth category median performance)
  • Huntington Situs Instl Fund (HSUTX) has a less-than-ideal Long-term performance (5-year return 5.21% vs 7.70% Mid-Cap Growth category median performance)
  • Huntington Situs Instl Fund (HSUTX) has a Morningstar rating of 3 and below
  • Huntington Situs Instl Fund (HSUTX) does not have a good risk adjusted return as its 3-year Alpha of -8.7 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.17
  • Asset base in Huntington Situs Instl Fund (HSUTX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Huntington Situs Instl Fund (HSUTX) performance details as of May 30, 2016

 

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Compare Huntington Situs Instl Fund (HSUTX)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 Instl-0.43-10.121.535.21
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 Instl Fund (HSUTX)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 Instl Fund (HSUTX) Net Asset TrackingHuntington Situs Instl (HSUTX) Fund Net Asset

Track net asset change of Huntington Situs Instl fund (HSUTX)

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

  

Graph of Huntington Situs Instl Fund (HSUTX) Portfolio TrackingHuntington Situs Instl (HSUTX) Fund Portfolio Allocation

Track portfolio allocation change of Huntington Situs Instl fund (HSUTX)

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 Instl Fund (HSUTX)

 

graph of Huntington Situs Instl Fund (HSUTX) Top 10 Position TrackingTop 10 Holdings in Huntington Situs Instl (HSUTX) Fund

Discover what Huntington Situs Instl Fund (HSUTX) 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 Instl Fund (HSUTX)

  

Latest News on Huntington Situs Instl (HSUTX) Fund

See what is happening with Huntington Situs Instl Fund (HSUTX)

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Huntington Situs Instl Fund (HSUTX) Related ResourcesSee more information on Huntington Situs Instl (HSUTX) Fund

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