HUSEX Mutual Fund

HUSEX Mutual Fund (Huber Small Cap Value Fund Institutional Class) is managed by Huber Capital Management with $67.5M in net assets. HUSEX expense ratio is 1.28%, holding 41 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2011-10-25.

HUSEX performance shows a YTD return of 4.05%. The 1-year return is 9.17% and the 5-year return is 7.38%. HUSEX dividend yield stands at 1.32%.

HUSEX top holdings include Golar Lng Limited Ordinary Shares (8.7%), Enova International Inc. (usd) (7.6%), Weave Communications Inc Common Stock USD 0.00001 (5.8%), Kbr Inc (5.6%), Tetra Technologies Inc (5.2%). Go to all HUSEX holdings, HUSEX sectors, or HUSEX dividends.

HUSEX can be compared against other funds. Use HUSEX overlap to find shared positions, or HUSEX vs another fund for a side-by-side view. HUSEX alternatives are available via the screener, along with tax-loss harvesting opportunities.