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HUDIX Huber Large Cap Value Inv Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

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 Inv MF is 455.03B. 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 Inv MF was 26%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was 74%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 39
Price Growth Rating: 45
SMR Rating: 43
Profit Risk Rating: 41
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Advisors Series Trust(Huber Funds)c/o U.S. Bancorp Fund Services, LLC, P.O. Box 701Milwaukee
Phone
N/A
Web
www.hubercap.com
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HUDIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HUDIX has been closely correlated with DOXGX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUDIX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HUDIX
1D Price
Change %
HUDIX100%
-1.11%
DOXGX - HUDIX
84%
Closely correlated
-0.70%
RMFEX - HUDIX
83%
Closely correlated
-0.86%
RMEBX - HUDIX
83%
Closely correlated
-0.88%
RMFCX - HUDIX
83%
Closely correlated
-0.85%
FFFMX - HUDIX
82%
Closely correlated
-0.86%
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