Huber Capital is trading at 15.46 as of the 20th of March 2025; that is 1.98 percent up since the beginning of the trading day. The fund's open price was 15.16. Huber Capital has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks of mid-sized capitalization U.S. companies whose stocks are considered by the Adviser to be undervalued. The Adviser currently considers mid cap companies to be those with a market capitalization range that is consistent with the market capitalization range of the Bloomberg US 2500 Value Index.. More on Huber Capital Mid
Huber Capital Mid [HUMDX] is traded in USA and was established 20th of March 2025. Huber Capital is listed under Huber Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Huber Funds family. This fund currently has accumulated 2.08 M in assets under management (AUM) with minimum initial investment of 5 K. Huber Capital Mid is currently producing year-to-date (YTD) return of 2.66% with the current yeild of 0.01%, while the total return for the last 3 years was 2.19%.
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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 Mid 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.
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.