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+2.30% 3 years+9.34%
3 months+6.42% 5 years+9.69%
1 year+15.85% Since inception+11.41%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.69%+10.29%
Expense ratio1.67%1.18%
Risk 5 year sharpe ratio0.730.81
Net assets$656.6M$1.1B
Average market cap$2.4B$3.1B
Average P/E16.520.9
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. stock96.73%
International stock1.35%
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
NSP Insperity Inc1.77%
WRD Wildhorse Resource Development Corp1.73%
KLXI KLX Inc1.66%
KEX Kirby Corp1.61%
RUTH Ruth's Hospitality Group Inc1.60%
USPH U.S. Physical Therapy Inc1.58%
-- 1.54%
UVE Universal Insurance Holdings Inc1.53%
PRI Primerica Inc1.52%
HEI Heico Corp1.52%