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HC Capital Trust - The Institutional Small Capitalization Equity Portfolio

HCISX:US
NASDAQ GM
17.47
USD
0.12
0.68%
As of 4/20/2018
Fund Type
Open-End Fund
52Wk Range
15.17 - 18.03
1 Yr Return
15.41%
YTD Return
3.07%
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Previous Close
17.59
52Wk Range
15.17 - 18.03
1 Yr Return
15.00%
YTD Return
3.07%
Fund Type
Open-End Fund
Objective
Blend Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 04/20/2018)
17.47
Total Assets (m USD) (on 01/31/2018)
166.418
Inception Date
08/15/2008
Last Dividend (on 03/22/2018)
0.030333
Dividend Indicated Gross Yield
0.69%
Fund Managers
BRAD CONGER / THOMAS B LEE "TOM"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.61%
Expense Ratio
0.69%

Top Fund Holdings

Name Position Value % of Fund
8.41 m 8.41 m 5.57
52.00 3.88 m 2.57
30.00 k 1.83 m 1.21
8.11 k 1.59 m 1.05
14.82 k 1.53 m 1.01
6.48 k 1.48 m 0.98
12.64 k 1.35 m 0.89
24.41 k 1.34 m 0.89
60.98 k 1.21 m 0.80
19.18 k 1.18 m 0.78
Profile
HC Capital Trust - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio is an open-end fund incorporated in the USA. The aim of the Fund is to provide long-term capital appreciation. The Fund will invest primarily in equity securities of U.S. issuers which have market capitalizations that are less than 2.2 billion.
Address
Hirtle, Callaghan & Co.
Five Tower Bridge
300 Barr Harbor Drive, Suite 500
West Conshohocken, PA 19428
USA
Phone
1-800-242-9596