Huber Capital Diversified Fund Quote
| HUDEX Fund | USD 24.74 0.28 1.14% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Huber Capital is trading at 24.74 as of the 24th of November 2024; that is 1.14 percent up since the beginning of the trading day. The fund's open price was 24.46. Huber Capital has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Huber Capital Diversified are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of September 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets 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.. More on Huber Capital Diversified
Moving together with Huber Mutual Fund
Huber Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Huber Funds, Large Value Funds, Conservative Funds, Large Value Funds, Large Value, Huber Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Huber Capital Diversified [HUDEX] is traded in USA and was established 24th of November 2024. Huber Capital is listed under Huber Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Huber Funds family. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 5.02 M in assets under management (AUM) with no minimum investment requirementsHuber Capital Diversified is currently producing year-to-date (YTD) return of 24.45% with the current yeild of 0.01%, while the total return for the last 3 years was 10.36%.
Check Huber Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Huber Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Huber Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Huber Capital Diversified Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Huber Capital Diversified Mutual Fund Constituents
| HLF | Herbalife Nutrition | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| BAC | Bank of America | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| RCII | Rent A Center | Stock | Consumer Discretionary | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NOC | Northrop Grumman | Stock | Industrials |
Huber Capital Diversified Risk Profiles
| Mean Deviation | 0.6763 | |||
| Semi Deviation | 0.7273 | |||
| Standard Deviation | 0.92 | |||
| Variance | 0.8464 |
Huber Capital Against Markets
Other Information on Investing in Huber Mutual Fund
Huber Capital financial ratios help investors to determine whether Huber Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Huber with respect to the benefits of owning Huber Capital security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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