Hancock Horizon Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return-1.17-3.8314.5413.22-5.37
    Category Average1.07-3.4312.6914.75-4.14
    Assets for Each Yr*1.481.331.331.290.99
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.37 5.97 3.92

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $994 mil $1,000 0.33 99.67
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 53.58 1.59 Above Avg
    International Stock 3.0 24.53 1.71 Above Avg
    Municipal Bond 3.5 1.93 1.16 Above Avg
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-07-18

      Sector YTD Return % % Net Assets  
    Amedisys Inc* Healthcare 124.19 1.27
    Integer Holdings Corp* Healthcare 95.83 0.96
    Universal Insurance Holdings Inc* Financial Services 64.68 0.93
    Heico Corp* Industrials 46.11 0.92
    Avanos Medical Inc* Healthcare 7.54 0.91
    Insperity Inc* Industrials 104.08 0.89
    Icon PLC* Healthcare 28.16 0.88
    Oxford Industries Inc* Consumer Cyclical 23.00 0.88
    Match Group Inc* Technology 36.44 0.87
    US Physical Therapy Inc* Healthcare 62.26 0.84
    Oasis Petroleum Inc* Energy 22.00 0.82
    RealPage Inc* Technology 23.21 0.82
    Gray Television Inc* Consumer Cyclical 16.18 0.79
    International Bancshares Corp* Financial Services 4.16 0.78
    Luminex Corp* Healthcare 42.01 0.78
    Lamar Advertising Co Class A* RealEstate 12.07 0.77
    Neenah Inc* Basic Materials -14.53 0.76
    Sanderson Farms Inc* Consumer Defensive -23.97 0.76
    Ruth's Hospitality Group Inc* Consumer Cyclical 29.61 0.75
    Kraton Corp* Basic Materials -39.01 0.74

    Best 5-Year Relative Performance | More
    11-07-18

    Worst 5-Year Relative Performance | More
    11-07-18

    Lowest Expenses | More
    11-07-18

    Highest Expenses | More
    11-07-18

    Longest Manager Tenure | More
    11-07-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hancock Horizon Dive Paul E. Viera 10.10
    Hancock Horizon Quan Paula Chastain 10.10
    Hancock Horizon Burk David Lundgren 8.60
    Hancock Horizon Dive Greg Hodlewsky 6.10
    Hancock Horizon US S Greg Hodlewsky 4.90

    Shortest Manager Tenure | More
    11-07-18

    Fund Name   Manager Name Avg Manager Tenure  
    Hancock Horizon Dyna Austin Zaunbrecher 3.40
    Hancock Horizon Inte Robert J. Anslow 3.40
    Hancock Horizon Micr Anthony Slovick 3.40
    Hancock Horizon LA T Jeffery R. Tanguis 4.10
    Hancock Horizon MS T Jeffery R. Tanguis 4.10