Hickory Fund : Overview

Fund Statistics

As of September 30, 2018
Total Net Assets (Millions) $235.3
Net Asset Value (NAV) as of 11/14/18 $47.87
Expense Ratio %* 1.26%
Sales Charges None
Redemption Charge None
Minimum Investment $2,500
Ticker Symbol WEHIX
CUSIP Number 94904P500
Fund Number 332
Inception Date April 1, 1993
Fund Managers
As of October 31, 2018

Morningstar Rating :

Morningstar Style Box : Mid-Cap Blend

Hickory Fund Objective

The Hickory Fund is a concentrated, no-load stock fund that focuses on smaller and medium-sized companies, those with a market capitalization of less than $10 billion at the time of purchase.  The Fund's long-term objective is capital appreciation.

Effective June 30, 2008, Hickory Fund adopted its current principal investment strategy of investing the majority of its assets in smaller- and medium-sized companies. 


*6 mos. ended 9/30/18

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