Mutual Fund
The Burkenroad Mutual Fund (HHBUX is the ticker symbol for the load fund and HYBUX is the ticker symbol for the no-load fund), is managed by Hancock Bank. Hancock’s investment managers utilize the Burkenroad Reports as well as other sources, and the fund is primarily composed of stocks followed by the Burkenroad program. Since inception (12/31/01) the fund has outperformed about 94% of domestic equity mutual funds and has significantly outpaced both the Russell 2000 and S&P 500 indexes, although appropriate risk adjustments need to be made.
Read more about this topic: Burkenroad Reports
Famous quotes containing the words mutual and/or fund:
“Whoever takes a view of the life of man ... will find it so beset and hemm’d in with obligations of one kind or other, as to leave little room to suspect, that man can live to himself: and so closely has our creator link’d us together ... that we find this bond of mutual dependence ... is too strong to be broke.”
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