Huber Capital Diversified Large Cap Value Fund

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.85 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 4.4%
1 Year 23.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve current income and capital appreciation. Under normal market conditions, the Diversified Large Cap Value Fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of large capitalization U.S. companies. It looks for 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 Russell 1000® Value Index, although the portfolio will generally consist of stocks with a market capitalization of $5 billion or above at time of initial purchase.

Fees

Fees are Low compared to funds in the same category.
Huber Capital Diversified Large Cap Value Fund has an expense ratio of 0.75 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Large Value Funds

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