Hancock Horizon Burkenroad Sm Cp D (HYBUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 09:00PM EDT
Hancock Horizon Burkenroad Sm Cp D
Advisors Inner Circle Fund II
One Freedom Valley Drive
Oaks PA 19456
888-422-2654
Management information
David Lundgren,Lead manager since 30 December 2001
David formulates equity investment policy and strategy, and analyzes and researches quantitative equity strategies for Hancock Horizon Investments (HHI). David is directly responsible for new product development, policy and procedural issues, budgeting, financial reporting and compliance. He also manages U.S. Small Cap and Burkenroad Small Cap Funds for the Hancock Horizon Family of Funds. Prior to joining HHI in 1998, David served as a portfolio manager for individually managed client portfolios for First Commerce Corporation, and was an equity analyst for the Marquis Funds. in 2006, David was ranked In the top 100 mutual fund managers in the country by Barron's. He received his B.S. in Finance and his M.B.A. from the University of New Orleans, and holds the Chartered Financial Analyst designation.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Blend
Fund familyHancock Horizon
Net assets129.7M
YTD return15.93%
Yield0.15%
Morningstar rating★★
Inception date30 Dec 2001
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover31.00%
Average for categoryN/A
Fees and expenses
ExpenseHYBUXCategory average
Annual report expense ratio (net)1.50%1.03%
Prospectus net expense ratio1.50%N/A
Prospectus gross expense ratio1.71%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection518N/A
5-yr expense projection909N/A
10-yr expense projection2,002N/A
© 2024 Yahoo. All rights reserved.