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Huntington Situs Fund Institutional Class (HSUTX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies whose geographical, political and/or demographic situs positions them to outperform other companies. It invests at least 80% of the fund's assets in equity securities. Equity securities include common stocks, preferred stocks and securities convertible into common stocks such as convertible bonds and convertible preferred stocks which, if rated by a Nationally Recognized Statistical Ratings Organization, will be investment-grade at the time of investment. The fund may also invest up to 20% of its assets in the equity securities of foreign issuers.


1 month+2.19% 3 years+8.94%
3 months+10.25% 5 years+9.93%
1 year-2.79% Since inception+10.69%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+9.93%+11.71%
Expense ratio1.37%1.29%
Risk 5 year sharpe ratio0.730.86
Net assets$58.8M$1.2B
Average market cap$2.3B$9.5B
Average P/E20.223.5
Portfolio turnover12%12%

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Fund Management and Purchase Info

Fund familyHuntington
Fund manager & tenureKirk Mentzer / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock81.82%
International stock14.22%
Fixed income0.01%
Top 5 Sectors
Portfolio weighting
Industrial materials 23.34%
Hardware 12.76%
Energy 12.58%
Healthcare 11.27%
Financial service 10.22%
Top 10 Holdings
Portfolio weighting
MYGN Myriad Genetics Inc3.60%
EVR Evercore Partners Inc3.06%
WTS Watts Water Technologies Inc2.89%
SAFM Sanderson Farms Inc2.89%
DIOD Diodes Inc2.84%
AMSG AmSurg Corp2.79%
IBOC International Bancshares Corp2.66%
PWR Quanta Services Inc2.65%
ACIW ACI Worldwide Inc2.57%
SSB South State Corp2.52%