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HULIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$32.99
Change
-$0.51 (-1.52%)
Net Assets
320.28M

HULIX Huber Select 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 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 Inv 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 Inv 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)
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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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HULIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HULIX has been closely correlated with VIVAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if HULIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HULIX
1D Price
Change %
HULIX100%
-0.62%
VIVAX - HULIX
90%
Closely correlated
-0.62%
VIVIX - HULIX
90%
Closely correlated
-0.62%
VVIAX - HULIX
90%
Closely correlated
-0.60%
DOXGX - HULIX
88%
Closely correlated
-0.67%
DODGX - HULIX
84%
Closely correlated
-0.67%
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