HHBUX (Hancock Hrzn BurknrdSC;A)
Net Asset Value: 38.19 1-Day Return: 0.36 (0.95%) YTD Return as of 5/23/12:Up 5.53%

Classification: Small-Cap Core   Objective: Small-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 5.53 3.64 20.66 4.92 9.53
Classification 3.20 -4.88 17.87 -0.51 5.83
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)921414

Fund Stats

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Investment Objective:Small-Cap
Net Assets ($Mil)108.50
Inception Date:12/31/01
Manager Name, TenureLundgren, Jr./Portwood, 2001 / 2001
Expense Ratio: 1.40%
Sales Charge:
Load Type:
  
Front-End Load
5.25%
0.00%

Top 10 Holdings (As of 3/31/12)

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Company NameSymbol% Net Assets
Hancock Horizon Government Money Mkt Fd;trust NA 4.85
Sei Prime Obligation Fund;a NA 3.11
Tpc Group Inc Ord TPCG 2.27
Francesca's Holdings Corp Ord FRAN 1.89
U.s. Physical Therapy Inc Ord USPH 1.77
Hibbett Sports Inc Ord HIBB 1.77
Railamerica Inc Ord RA 1.74
Oxford Industries Inc Ord OXM 1.65
Pier 1 Imports Inc Ord PIR 1.63
Pool Corp Ord POOL 1.60
% of Total Holdings 22.28

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