Nasdaq - Delayed Quote USD
Huber Mid Cap Value Instl (HUMEX)
14.67
-0.06
(-0.41%)
At close: 8:01:06 PM EDT
Investment Information
- Min Initial Investment
- 5,000
- Min Initial Investment, IRA
- 25
- Min Initial Investment, AIP
- 50
- Min Subsequent Investment
- 5,000
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- Vanguard
- Vanguard NTF
- Scottrade NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of mid-sized capitalization U.S. companies ("mid cap 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.
Fund Overview
| Category | Small Value |
| Fund Family | Huber Funds |
| Net Assets | 10.74M |
| YTD Return | -7.54% |
| Yield | 1.29% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2015 |
Performance & Risk
| YTD Return | -11.10% |
| 5y Average Return | 10.24% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
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