Huber Capital Small Cap Value Fund

Scorecard
5 / 5 Stars
Lipper
5 4 3 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#21 in Small Value

U.S. News evaluated 119 Small 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 16.42 percent over the past year, 15.01 percent over the past three years, and 34.10 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date -2.5%
1 Year 16.4%
3 Years (Annualized) 15.0%
5 Years (Annualized) 34.1%
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) 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 and/or those with market capitalizations in the range of those found in the Russell 2000® Value Index. It will invest primarily in domestic U.S. securities but reserves the right to invest up to 20% of its net assets in ADRs, dollar-denominated foreign securities, or directly in foreign securities.

Fees

Fees are Low compared to funds in the same category.
Huber Capital Small Cap Value Fund has an expense ratio of 1.85 percent.

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Risk

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

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