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Equity Funds |
Invests primarily for |
By investing mainly in |
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Disciplined Equity Fund |
Long-term capital
appreciation |
stocks |
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Dividend Capture Fund |
Total return and
income |
common stocks, REIT's and preferred issues |
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Global Select Markets Fund |
Equity and fixed income securities |
U.S. and foreign stocks |
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Growth Fund |
Capital appreciation |
stocks |
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Income Equity Fund |
Growth of capital
and income |
stocks |
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International Equity Fund |
Total return |
non-U.S. stocks |
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Macro 100 Fund |
Total Return |
stocks of companies within the Standard & Poor's 500 |
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Mid Corp America Fund |
Long-term capital
appreciation |
stocks |
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New Economy Fund |
Capital appreciation |
common stocks of technology &
scientific companies |
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Rotating Markets Fund |
Capital appreciation |
common stocks &
index based securities |
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Situs Fund |
Long-term capital
appreciation |
U.S. and foreign stocks |
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Real Strategies Fund |
Capital appreciation and income |
stocks |
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Technical Opportunities Fund |
Growth and Income |
Stocks |
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Asset Allocation Funds |
Invests primarily for |
By investing mainly in |
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Balanced Allocation Fund |
Invests primarily for current income and moderate appreciation of capital. |
By investing exclusively in a combination of underlying Huntington Funds with an asset allocation target of 60% Equity, 40% income and 0-15% Money Market.
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Conservative Allocation Fund |
Invests primarily for high current income. |
By investing exclusively in a combination of underlying Huntington Funds with an asset allocation target of 20% Equity, 80% Income and 0-15% Money Market.
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Growth Allocation Fund |
Invests primarily for capital appreciation with income as a secondary goal. |
By investing exclusively in a combination of underlying Huntington Funds with an asset allocation target of 80% Equity, 20% Income and 0-15% Money Market.
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Income Funds |
Invests primarily for |
By investing mainly in |
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Fixed Income Securities Fund |
High current income |
corporate bonds, U.S. Treasuries & government
agencies |
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Intermediate Government Income Fund |
High current income |
U.S. Treasuries, government agencies
& high quality mortgage-backed securities |
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Mortgage Securities Fund |
Current Income |
Mortgage securities
& U.S. government securities |
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Ohio Tax-Free Fund |
Current income exempt from federal
and Ohio personal income taxes |
High quality Ohio municipal obligations
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Short Intermediate Fixed Income Securities Fund |
Current income
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High quality corporate bonds, U.S. Treasuries and government agencies |
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World Income Fund |
Current income and preserve principal
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Corporate and government bonds, foreign and domestic, as well as bond exchange-traded funds (ETFs), dividend -paying common and preferred stocks and more specialized securities like Real Estate Investment Trusts (REITs) and Master Limited Partnerships (MLPs).
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Money Market Funds |
Invests primarily for |
By investing mainly in |
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Money Market Fund |
Maximize
current income, while preserving capital and maintaining
liquidity |
High quality commercial
paper & short-term money market instruments
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Ohio Municipal Money Market Fund |
Income exempt from both federal and
Ohio personal income taxes |
Ohio tax-free money market securities
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U.S. Treasury Money Market Fund |
Maximize current income,
while preserving capital and maintaining liquidity |
U.S. Treasury issues & repurchase
agreements
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Tax Free Money Market Fund |
Highest level of interest income exempt form federal income tax |
High quality short-term tax-free securities
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