Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Huber Capital Mutual Funds
View all of Huber Capital’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Huber Capital Funds List
Share Class Type
1 to 8 of 8 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Huber Select Large Cap Value Instl | HULEX | Large Value | 8.23% | 8 | 0.990% | High | Institutional | $1.0 Mil | ||
| Huber Select Large Cap Value Inv | HULIX | Large Value | 8.56% | 8 | 1.390% | High | No Load | $5,000 | ||
| Huber Large Cap Value Inst | HUDEX | Large Value | 10.31% | 4 | 0.750% | Above Average | Institutional | $1.0 Mil | ||
| Huber Large Cap Value Inv | HUDIX | Large Value | 9.90% | 4 | 1.150% | High | No Load | $5,000 | ||
| Huber Mid Cap Value Instl | HUMEX | Small Value | 3.25% | 17 | 1.110% | High | Institutional | $1.0 Mil | ||
| Huber Mid Cap Value Inv | HUMDX | Small Value | 3.26% | 23 | 1.410% | High | No Load | $5,000 | ||
| Huber Small Cap Value Instl | HUSEX | Small Value | −0.61% | 74 | 1.280% | High | Institutional | $1.0 Mil | ||
| Huber Small Cap Value Inv | HUSIX | Small Value | −0.70% | 75 | 1.680% | High | No Load | $5,000 |
Huber Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank