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Huber Select Large Cap Value Inv HULIX

Quantitative rating as of | See Huber Capital Investment Hub
  • NAV / 1-Day Return 25.01  /  0.44 %
  • Total Assets 80.5 Mil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 36%

Morningstar’s Analysis HULIX

Will HULIX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Huber Select Large Cap Value Inv to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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