Huber Capital Diversified Fund Quote

HUDEX Fund  USD 22.30  0.10  0.45%   

Performance

21 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 30

 
100  
 
Zero
Below Average
Huber Capital is trading at 22.30 as of the 29th of March 2024; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 22.2. Huber Capital has about a 30 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Huber Capital Diversified are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets 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 Bloomberg US 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.. More on Huber Capital Diversified

Moving together with Huber Mutual Fund

  1.0HULEX Huber Capital EquityPairCorr
  0.81HUMEX Huber Capital MidPairCorr
  0.99VVIAX Vanguard Value IndexPairCorr
  0.94DOXGX Dodge Cox StockPairCorr
  0.98FFMMX American Funds AmericanPairCorr
  0.98FFFMX American Funds AmericanPairCorr

Huber Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Huber Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Huber Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationHuber Funds, Large Value Funds, Large Value, Huber Funds, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Huber Capital Diversified [HUDEX] is traded in USA and was established 29th of March 2024. Huber Capital is listed under Huber Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Huber Funds family. This fund currently has accumulated 5.02 M in assets under management (AUM) with no minimum investment requirementsHuber Capital Diversified is currently producing year-to-date (YTD) return of 10.66% with the current yeild of 0.02%, while the total return for the last 3 years was 10.01%.
Check Huber Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Huber Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Huber Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Huber Capital Diversified Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Huber Capital Diversified Mutual Fund Constituents

HLFHerbalife NutritionStockConsumer Staples
WMTWalmartStockConsumer Staples
BACBank Of AmericaStockFinancials
TATT IncStockCommunication Services
RCIIRent A CenterStockConsumer Discretionary
PMPhilip Morris InternationalStockConsumer Staples
PFEPfizer IncStockHealth Care
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Huber Capital Target Price Odds Analysis

Based on a normal probability distribution, the odds of Huber Capital jumping above the current price in 90 days from now is about 1.25%. The Huber Capital Diversified probability density function shows the probability of Huber Capital mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0508. This usually indicates Huber Capital Diversified market returns are sensitive to returns on the market. As the market goes up or down, Huber Capital is expected to follow. Additionally, huber Capital Diversified has an alpha of 0.0457, implying that it can generate a 0.0457 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 22.3HorizonTargetOdds Above 22.3
98.72%90 days
 22.30 
1.25%
Based on a normal probability distribution, the odds of Huber Capital to move above the current price in 90 days from now is about 1.25 (This Huber Capital Diversified probability density function shows the probability of Huber Mutual Fund to fall within a particular range of prices over 90 days) .

Huber Capital Diversified Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Huber Capital market risk premium is the additional return an investor will receive from holding Huber Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Huber Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Huber Capital's alpha and beta are two of the key measurements used to evaluate Huber Capital's performance over the market, the standard measures of volatility play an important role as well.

Huber Capital Against Markets

Picking the right benchmark for Huber Capital mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Huber Capital mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Huber Capital is critical whether you are bullish or bearish towards Huber Capital Diversified at a given time. Please also check how Huber Capital's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Huber Capital without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Huber Mutual Fund?

Before investing in Huber Capital, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Huber Capital. To buy Huber Capital fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Huber Capital. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Huber Capital fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Huber Capital Diversified fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Huber Capital Diversified fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Huber Capital Diversified, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Huber Capital Diversified?

The danger of trading Huber Capital Diversified is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Huber Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Huber Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Huber Capital Diversified is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Huber Capital Diversified. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the Huber Capital Diversified information on this page should be used as a complementary analysis to other Huber Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

Complementary Tools for Huber Mutual Fund analysis

When running Huber Capital's price analysis, check to measure Huber Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Huber Capital is operating at the current time. Most of Huber Capital's value examination focuses on studying past and present price action to predict the probability of Huber Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Huber Capital's price. Additionally, you may evaluate how the addition of Huber Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Huber Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Huber Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Huber Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.