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Morningstar

Huber Large Cap Value Inst HUDEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Huber Capital Investment Hub

Morningstar’s Analysis HUDEX

Will HUDEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HUDEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HUDEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HUDEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Huber Large Cap Value Inst’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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