Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Eli Lilly & Co (NYSE:LLY), AT&T (NYSE:T), Citigroup (NYSE:C), BP plc (NYSE:BP), FedEx Corp (NYSE:FDX).
Industry description
The investment seeks to achieve current income and capital appreciation.
The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) 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.
Market Cap
The average market capitalization across the Huber Large Cap Value Inst MF is 455B. The market cap for tickers in the group ranges from 2.52B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GLNG at 2.52B.
Volume
The average weekly volume growth across all stocks in the Huber Large Cap Value Inst MF was 7%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was 24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 33
Price Growth Rating: 43
SMR Rating: 43
Profit Risk Rating: 42
Seasonality Score: 28 (-100 ... +100)