With more than 35 years of experience in managing fiduciary assets, Bateman is responsible for $14.6 billion in discretionary assets within Huntington and oversees Huntington Funds, which represent $3.5 billion in assets. He is also responsible for Huntington Asset Advisor’s (HAA) two exchange-traded funds (“ETFs”) that make up the Huntington Strategy Shares family. 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.Lipper rankings are based on Total Return and do not take sales charges into account. For the 5–year time period ended 9/30/12 the Huntington Situs Fund Trust Shares ranked 147 out of 535 funds. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating TM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) For the Overall, 3-, 5- and 10-year periods ended 9/30/12, the Situs Fund Trust Shares received 4, 4, 3 and 4 stars and was rated among 373, 373, 316 and 199 funds, respectively. The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Ratings are for the Trust Share class; other classes may have different performance characteristics.
|Average Annual Total Returns (%) as of 9/30/12|
|1 year||3 year||5 year||10 year||Expense Ratio|
|Situs Fund Trust Shares(09/27/02)||33.61||14.34||2.69||11.41||1.34|
|Not FDIC Insured||No Bank Guarantee||May Lose Value|