HUDIX : Huber Capital Diversified Large Cap Value Fund Investor Class

HUDIX is a US Stocks Market Large Value with MODERATE fees.

HUDIX

Huber Capital Diversified Large Cap Value Fund Investor Class

FI Score

29 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

29% FI Score
  • hudix
  • Mutual Fund
  • US Stocks
  • Large Value

Huber Capital Diversified Large Cap Value Fund Investor Class

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks to achieve current income and capital appreciation. The Diversified Large Cap Value Fund normally 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.

Largest Holdings

Amount Holding
10.01% Microsoft Corp
8.45% KBR Inc
6.77% Eli Lilly and Co
5.17% Northrop Grumman Corp
4.55% FirstEnergy Corp
4.45% Philip Morris International Inc
4.40% JPMorgan Chase & Co
4.16% Walmart Inc
3.43% Pfizer Inc
3.41% AT&T Inc
3.24% Mastercard Inc A
2.97% Exelon Corp
2.84% Euronav NV
2.74% The Home Depot Inc
2.15% Golar LNG Partners LP
2.07% Merck & Co Inc
2.07% Entergy Corp
1.85% Citigroup Inc
1.77% Oracle Corp
1.69% Campbell Soup Co
1.66% Bank of America Corp
1.55% Tyson Foods Inc Class A
1.47% CNO Financial Group Inc
1.37% Truist Financial Corp
1.34% Evergy Inc

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