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HULEX
Mutual Fund ticker: NASDAQ
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HULEX price forecast, quote, news & analysis

Category: @Large Value
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 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 454.73B. 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 25%. For the same stocks of the MF, the average monthly volume growth was 46% 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: 57
P/E Growth Rating: 52
Price Growth Rating: 51
SMR Rating: 48
Profit Risk Rating: 51
Seasonality Score: 32 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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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