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HUSEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$29.10
Change
-$0.49 (-1.66%)
Net Assets
84.33M

HUSEX Huber Small Cap Value Instl Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of small capitalization U.S. companies whose stocks are considered by the Adviser to be undervalued. The Adviser currently considers small cap companies to be those with market capitalizations of $3.0 billion or less and/or those with market capitalizations in the range of those found in the Bloomberg US 2000 Value. It will invest primarily in domestic U.S. securities but reserves the right to invest up to 20% of its net assets in ADRs, dollar-denominated foreign securities, or directly in foreign securities.

Market Cap

The average market capitalization across the Huber Small Cap Value Instl MF is 4.16B. The market cap for tickers in the group ranges from 163.61M to 23.62B. FCNCA holds the highest valuation in this group at 23.62B. The lowest valued company is CFFI at 163.61M.

Volume

The average weekly volume growth across all stocks in the Huber Small Cap Value Instl MF was -18%. For the same stocks of the MF, the average monthly volume growth was -39% 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: 38
Price Growth Rating: 50
SMR Rating: 45
Profit Risk Rating: 44
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small 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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HUSEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HUSEX has been closely correlated with DFFVX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUSEX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HUSEX
1D Price
Change %
HUSEX100%
-1.28%
DFFVX - HUSEX
92%
Closely correlated
-1.39%
DFSVX - HUSEX
92%
Closely correlated
-1.38%
VSIAX - HUSEX
92%
Closely correlated
-1.22%
SSGSX - HUSEX
88%
Closely correlated
N/A
VSIIX - HUSEX
88%
Closely correlated
-1.22%
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