Nasdaq - Delayed Quote USD

Huber Select Large Cap Value Instl (HULEX)

33.19 +0.28 (+0.85%)
At close: 6:45 PM EDT

Fund Summary

The fund invests primarily in a diversified portfolio of common stocks, normally investing at least 80% of its net assets (plus borrowings for investment purposes) in large capitalization U.S. companies ("large cap 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 U.S. 1000? Value Index, although the portfolio will generally consist of stocks with a market capitalization of $1 billion or above at time of initial purchase.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.78%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 4

Performance & Risk

YTD Return 15.76%
5y Average Return 15.17%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HULEXCategory AverageHULEXCategory AverageHULEXCategory Average
Alpha 3.1 -0.01 1 -0.03 -1.39 -0.03
BETA 0.78 0.01 0.84 0.01 0.9 0.01
Mean Annual Return 1.16 0.01 1.27 0.01 0.94 0.01
R-squared 77.09 0.78 82.9 0.83 82.11 0.84
Standard Deviation 15.54 0.17 16.62 0.19 15.21 0.16
Sharpe Ratio 0.65 0 0.77 0 0.62 0.01
Treynor Ratio 12.38 0.04 14.71 0.07 9.75 0.08

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