Hickory Fund : Overview

Fund Statistics

As of December 31, 2016
Total net assets (in millions) $279.9
Net Asset Value (NAV 02/17/2017): $52.90
Expense Ratio (09/30/2016) *: 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 January 31, 2017

Morningstar Rating :

Morningstar Analyst Rating :

Morningstar Style Box : Mid-Cap Blend

Morningstar Analyst Report : Hickory Fund as of January 23, 2017

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. 

 

*Annualized for the six months ended September 30, 2016
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