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Hancock Horizon Burkenroad Sm Cp Inv HHBUX

Analyst rating as of
NAV / 1-Day Return
42.60  /  1.34 %
Total Assets
139.3 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Fee Level
Above Average
Longest Manager Tenure
19.36 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.15%
Turnover
31%
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Morningstar’s Analysis

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Hancock Horizon Burkenroad Small Cap to Be Acquired by Federated Hermes; Ratings Unchanged

Analyst Note

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On April 26, 2021, Federated Hermes announced it will acquire Hancock Horizon's mutual funds, including Hancock Horizon Burkenroad Small Cap, which Federated intends to merge into Federated Hermes MDT Small Cap Core. Pending shareholder approval, the deal is expected to be completed in September 2021.

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