Huntington Income-Equity Tr
5800 Corporate Drive Pittsburgh PA 15237-7010
Phone: 800-253-0412
| Category: |
Large Value |
| Fund Family: |
Huntington |
| Net Assets: |
158.70M |
| Year-to-Date Return: |
1.90% |
| Yield: |
1.74% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
03-Jul-89 |
|
Christopher Cwiklinski
Lead Manager since
01-Nov-03 |
|
| Cwiklinski serves as senior portfolio manager and vice president for the Huntington National Bank, his employer since 2001. In 2001, he served as a consultant for Segal Advisors and from 1997 to 2001 he served as vice president of National City Bank. Cwiklinski holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$500 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks current income and moderate appreciation of capital. The fund normally invests at least 65% of assets in income-producing equity securities. It may invest up to 10% of total assets in debt obligations rated below investment grade. |
| Last Dividend
(28-Dec-07):
|
0.03 |
| Last Cap Gain
(17-Dec-07):
|
4.65 |
| Annual Holdings Turnover
|
33.00% |
| Average for Category:
|
56.64% |
|
| Expense |
HIEFX |
Category
Avg |
| Total Expense Ratio: |
1.15%
|
1.31% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.34% |
| Max Deferred Sales Load: |
0.00%
|
2.70% |
| 3 Yr Expense Projection*: |
$365 |
$595 |
| 5 Yr Expense Projection*: |
$633 |
$913 |
| 10 Yr Expense Projection*: |
$1,398 |
$1,795 |
|
|
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