Huntington New Economy Trust

 (MUTF:HNETX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.90%  
1 week
   
-4.24%  
4 week
   
-7.02%  
3 month
   
-1.49%  
YTD   +11.69%
   
1 year
   
-10.77%  
3 years*   +8.79%
   
5 years*
   
-7.50%  
*annualized
Best 3 month return+32.10%  
Worst 3 month return-43.76%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Low Low
5 years Low Average
10 years Low Below Average
Overall Low Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets18.13M 
Front load-  
Deferred load-  
Expense ratio1.57%  
Management fee-  
Fund familyHuntington 

Asset allocation

Cash0.00%  
Stocks99.97%  
Bonds0.00%  
Other0.03%  

Purchase information

Initial$1,000  
Additional$500  
AIP Initial$50  
AIP Additional$50  
9.94-0.09(-0.90%)
May 18, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund normally invests at least 65% of total assets in the equity securities of U.S. and, to a lesser extent, foreign companies. It attempts to invest in companies engaged in developing products, processes, or services that provide technological or scientific advances and efficiencies. The fund may invest in companies of any size and reserves the right to invest up to 35% of total assets in other securities, such as, corporate bonds and government securities.
Fund filings (PDF) »
Asset manager:
Randy Hare (Started: Aug 2, 2007)
Advisor Company:
Huntington Asset Advisors, Inc.
Fund family reports on Morningstar »
Huntington, 2960 N. Meridian St., Suite 300

Risk

  1 year 3 years 5 years 10 years  
Alpha* -10.01 -2.17 -5.95 -1.15
Beta* 0.56 0.80 1.02 0.98
Mean annual return -0.56 1.09 -0.26 0.39
R-squared* 36.50 63.96 75.13 72.08
Standard deviation 15.37 15.58 22.31 18.31
Sharpe ratio -0.44 0.83 -0.18 0.15
* Against standard index

Top 10 holdings

Security Net Assets  
AthenaHealth, Inc. (ATHN) 5.74%  
American Vanguard Corporation (AVD) 5.19%  
Titan Machinery, Inc. (TITN) 4.95%  
NetApp, Inc. (NTAP) 4.74%  
Fossil, Inc. (FOSL) 4.68%  
Dick's Sporting Goods, Inc. (DKS) 4.55%  
Riverbed Technology, Inc. (RVBD) 4.53%  
Monster Beverage Corp (MNST) 4.26%  
Brown & Brown, Inc. (BRO) 4.22%  
Mylan Inc (MYL) 4.15%