COLUMBUS, Ohio--(BUSINESS WIRE)--Huntington Funds has launched the Huntington Disciplined Equity Fund (Class A: HDEAX and Trust Class: HDETX), which aims to meet investors’ long-term financial goals. The fund takes a disciplined approach to investing that seeks positive annual returns with lower volatility, while also pursuing protection during unforeseen crises that can negatively impact the market and investors’ portfolios.
“Preparing for the unexpected requires discipline, and at Huntington Funds, our expert team is always looking for ways to help investors meet their long-term investment objectives,” said Randy Bateman, Huntington’s chief investment officer and president of Huntington Asset Advisors (HAA). “The Huntington Disciplined Equity Fund manager knows you can’t predict the future, and with every new crisis comes the potential for increased turbulence in the financial markets. The Fund is designed for investors who may be concerned about their ability to achieve their investment goals if there is a sudden drop in the market.”
With a primary investment objective of capital appreciation, the Huntington Disciplined Equity Fund invests in high quality, dividend-paying stocks in the S&P 100 Index. The index includes stocks of the 100 largest and most well-respected companies in the U.S. diversified across many industry groups. The Fund then mitigates risks and generates additional cash through two option strategies known as puts and calls.
The Huntington Disciplined Equity Fund is Huntington Funds’ 26th mutual fund. The Fund complements the entire fund family that includes equity, fixed-income, money market and asset allocation funds, all of which offer a broad range of diversification to enhance overall investment returns.
Donald L. Keller will manage the Huntington Disciplined Equity Fund. Keller is president and chief investment officer at Haberer Registered Investment Advisor, Inc., a subsidiary of The Huntington National Bank. Keller has nearly three decades of investment management experience.
“The experience and talent that Huntington is able to bring to the table is something that investors can trust in. No matter what lies ahead, their investments are well-positioned to help meet their goals – both in good times and bad,” Keller said.
The investment managers of Huntington Funds include some of the most experienced people in the industry. On average, the investment professionals of HAA have worked for more than 25 years in the investment business. HAA and its affiliates manage nearly $14.5 billion nationwide for individuals, institutions, endowments, foundations, retirement plans, IRAs and municipalities.
About Huntington Funds
Huntington Asset Advisors, Inc. is the advisor to the Huntington Fund and is a wholly owned subsidiary of The Huntington National Bank, which is the principal subsidiary of Huntington Bancshares Incorporated, a regional bank holding company headquartered in Columbus, Ohio with $53 billion in assets.
Past performance is no guarantee of future results.
Investing in securities involves risk, including possible loss of principal amount invested.
The S&P 100 Index is a subset of the S&P 500 Index, which is a widely recognized unmanaged index of equity prices and is representative of a broader market and range of securities than is found in the Fund’s portfolio. Individuals cannot invest directly in an Index, however, an individual can invest in exchange traded funds or other investment vehicles that attempt to track the performance of a benchmark index.
Fund share values are sensitive to stock market volatility. The Fund intends to write (sell) call options and purchase put options and/or enter into put option spreads on one or more broad based U.S. stock indices. The Fund generally intends to write index calls above the current value of the applicable index to seek to generate premium income and to purchase index puts below the current value of the applicable index to seek to reduce the Fund’s exposure to market risk and volatility. In a put option spread, the Fund writes index put options in combination with the purchase of index put options at a higher exercise price. This combination protects the Fund against a decline in the index price, but only to the stated exercise price of the index option written. The Fund may also write (sell) put options on individual stocks deemed attractive for purchase at prices at or above the exercise price of the put options written. If a counter party is unable to honor its commitments, the value of Fund shares may decline and/or the Fund could experience delays in the return of collateral or other assets held by the counterparty. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.
No investment strategy, including an absolute return strategy, can ensure a profit or protect against loss. Additionally, investing in an absolute return strategy may result in underperformance during a bull market.
For more complete information about the Huntington Funds, please call 1-800-253-0412 for a prospectus or summary prospectus or log onto our website at huntingtonfunds.com. You should consider the Fund’s investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects is in the Fund’s prospectus or summary prospectus, which you should read carefully before investing. The investment return and principal value of an investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost.
The Fund is distributed by Unified Financial Securities, Inc. (Member FINRA) a wholly owned subsidiary of Huntington Bancshares, Inc. and an affiliate of Huntington Asset Advisors, Inc. the advisor to the Huntington Funds.