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 invests primarily in a diversified portfolio of common stocks, normally investing at least 80% of its net assets (plus borrowings for investment purposes) in large capitalization U.S. companies ("large cap 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.
Market Cap
The average market capitalization across the Huber Select Large Cap Value Instl MF is 454.71B. The market cap for tickers in the group ranges from 1.92B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is UPBD at 1.92B.
Volume
The average weekly volume growth across all stocks in the Huber Select Large Cap Value Instl MF was 11%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 32%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 49
Price Growth Rating: 46
SMR Rating: 49
Profit Risk Rating: 53
Seasonality Score: 17 (-100 ... +100)