Huber Large Cap Value Fund Institutional Class
HUDEX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
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Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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NAV
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52-Week High
Company Information
Provider
Huber Funds
Manager/Tenure
(Years)
(Years)
Joseph R. Huber (12)
Website
Address
Huber Funds
EL Segundo CA - 90245
EL Segundo CA - 90245
Country
United States
Phone Number
888-482-3726
Investment Strategy
The investment seeks to achieve current income and capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of large capitalization U.S. companies. It looks for companies whose stocks are considered by the Adviser to be undervalued. The Adviser currently considers large cap companies to be those with market capitalizations in the range of those found in the Bloomberg US 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of $5 billion or above at time of initial purchase.