Huber Capital Equity Fund Quote

HULIX Fund  USD 34.58  0.31  0.90%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Huber Capital is trading at 34.58 as of the 26th of November 2024; that is 0.90 percent up since the beginning of the trading day. The fund's open price was 34.27. Huber Capital has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Huber Capital Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The investment seeks to achieve current income and capital appreciation. Huber Capital is traded on NASDAQ Exchange in the United States. More on Huber Capital Equity

Moving together with Huber Mutual Fund

  0.68HUDEX Huber Capital DiversifiedPairCorr
  0.68HUDIX Huber Capital DiversifiedPairCorr
  0.75HULEX Huber Capital EquityPairCorr
  0.76HUMDX Huber Capital MidPairCorr
  0.76HUMEX Huber Capital MidPairCorr

Huber Mutual Fund Highlights

Fund ConcentrationHuber Funds, Large Value Funds, Large Value, Huber Funds, Large Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Huber Capital Equity [HULIX] is traded in USA and was established 26th 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. This fund currently has accumulated 85.03 M in assets under management (AUM) with minimum initial investment of 5 K. Huber Capital Equity is currently producing year-to-date (YTD) return of 17.47% with the current yeild of 0.01%, while the total return for the last 3 years was 11.06%.
Check Huber Capital Probability Of Bankruptcy

Instrument Allocation

Top Huber Capital Equity Mutual Fund Constituents

HLFHerbalife NutritionStockConsumer Staples
CHKChesapeake EnergyStockEnergy
PMPhilip Morris InternationalStockConsumer Staples
STISolidion TechnologyStockIndustrials
CAXtrackers California MunicipalEtfMuni California Intermediate
KBRKBR IncStockIndustrials
TSNTyson FoodsStockConsumer Staples
RCIIRent A CenterStockConsumer Discretionary
More Details

Huber Capital Equity Risk Profiles

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.
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