Huber Capital Financials
| HULIX Fund | USD 34.54 0.09 0.26% |
Huber |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Huber Capital Fund Summary
Huber Capital competes with Fidelity Small, Ultramid-cap Profund, Lord Abbett, Mutual Of, and Palm Valley. The fund invests primarily in a diversified portfolio of common stocks, normally investing at least 80 percent of its net assets in large capitalization U.S. 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 Bloomberg U.S. 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of 1 billion or above at time of initial purchase.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Series Trust |
| Mutual Fund Family | Huber Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 482 3726 |
| Currency | USD - US Dollar |
Huber Capital Key Financial Ratios
Huber Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Huber Capital's current stock value. Our valuation model uses many indicators to compare Huber Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Huber Capital competition to find correlations between indicators driving Huber Capital's intrinsic value. More Info.Huber Capital Equity is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Huber Capital Equity is roughly 9.97 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Huber Capital's earnings, one of the primary drivers of an investment's value.Huber Capital Equity Systematic Risk
Huber Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Huber Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Huber Capital Equity correlated with the market. If Beta is less than 0 Huber Capital generally moves in the opposite direction as compared to the market. If Huber Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Huber Capital Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Huber Capital is generally in the same direction as the market. If Beta > 1 Huber Capital moves generally in the same direction as, but more than the movement of the benchmark.
Huber Capital December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Huber Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Huber Capital Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Huber Capital Equity based on widely used predictive technical indicators. In general, we focus on analyzing Huber Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Huber Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7068 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 5.17 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 1.38 |
Other Information on Investing in Huber Mutual Fund
Huber Capital financial ratios help investors to determine whether Huber Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Huber with respect to the benefits of owning Huber Capital security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins |