Huber Capital is trading at 27.65 as of the 21st of July 2025; that is 0.43 percent down since the beginning of the trading day. The fund's open price was 27.77. Huber Capital has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in common stocks of small capitalization U.S. companies whose stocks are considered by the Adviser to be undervalued. The Adviser currently considers small cap companies to be those with market capitalizations of 3.0 billion or less andor those with market capitalizations in the range of those found in the Bloomberg US 2000 Value. More on Huber Capital Small
Huber Capital Small [HUSEX] is traded in USA and was established 21st of July 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 57.34 M in assets under management (AUM) with no minimum investment requirementsHuber Capital Small is currently producing year-to-date (YTD) return of 1.73% with the current yeild of 0.0%, while the total return for the last 3 years was 10.12%.
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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 Small 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.
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