Hancock Horizon Burkenroad Small Cap Fund Class D (HYBUX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Normally- the fund will invest at least 80% of its net assets- plus any borrowings for investment purposes- in common stocks and other equity securities of companies with small capitalizations located or doing business in Alabama- Florida- Georgia- Louisiana- Mississippi and Texas.


1 month+5.06% 3 years+7.32%
3 months-3.59% 5 years+10.11%
1 year+9.45% Since inception+11.05%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+10.11%+10.29%
Expense ratio1.64%1.19%
Risk 5 year sharpe ratio0.680.78
Net assets$633.3M$1.0B
Average market cap$2.4B$2.9B
Average P/E18.120.2
Portfolio turnover50%50%

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Fund Management and Purchase Info

Fund familyHancock Horizon
Fund manager & tenureDavid Lundgren / 16 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock98.29%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Energy 21.25%
Consumer goods 20.51%
Consumer service 14.03%
Financial service 10.82%
Business service 8.60%
Top 10 Holdings
Portfolio weighting
HEI Heico Corp1.84%
RUTH Ruth's Hospitality Group Inc1.80%
RYAM Rayonier Advanced Materials Inc1.75%
NSP Insperity Inc1.73%
EHC Encompass Health Corp1.66%
AAN Aaron's Inc1.66%
BLD TopBuild Corp1.63%
IBOC International Bancshares Corp1.63%
TECD Tech Data Corp1.61%
ITGR Integer Holdings Corp1.60%