Huber Capital Equity Income Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 1 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#1 in Large Value

U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Huber Funds funds

See full Large Value rankings

See more fund rankings

Performance

The fund has returned 28.03 percent over the past year, 16.78 percent over the past three years, and 32.06 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 28.0%
3 Years (Annualized) 16.8%
5 Years (Annualized) 32.1%
10 Years (Annualized) N/A

See more HULIX performance

Summary

The investment seeks to achieve current income and capital appreciation. 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 Russell 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.

Fees

Fees are Low compared to funds in the same category.
Huber Capital Equity Income Fund has an expense ratio of 1.40 percent.

See more HULIX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more HULIX risk

Large Values

Highest Returns (10-year)

See More Funds