Huber Funds Mutual Funds List
Here you can find all mutual funds issued by Huber Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.42%
- Avg. 1 Year Return
- 23.21%
- Avg. 5 Year Return
- 8.25%
- Median Risk/Return Score
- 37 / 100
Huber Funds Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Huber Large Cap Value Fund | Large Cap Value Equities | Dec 31, 2012 | 1.15% | 6.28% | 10.60% | 1.03% | 50 | ||||||||
| Huber Select Large Cap Value Fund | Large Cap Value Equities | Jun 29, 2007 | 1.39% | 5.58% | 12.32% | 1.11% | 29 | ||||||||
| Huber Mid Cap Value Fund | Small Cap Value Equities | Dec 31, 2015 | 1.40% | 10.58% | 7.86% | 0.69% | 46 | ||||||||
| Huber Small Cap Value Fund | Small Cap Value Equities | Jun 29, 2007 | 1.75% | 11.28% | 9.47% | 0.97% | 28 |
Explore top Huber Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Huber Funds Mutual funds by Risk/Return Score
The top Huber Funds Mutual funds by PortfoliosLab Risk/Return Score are HUDIX (50) and HUMDX (46).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Huber Large Cap Value Fund | 50 | — | Dec 2012 | |
| Huber Mid Cap Value Fund | 46 | — | Dec 2015 | |
| Huber Select Large Cap Value Fund | 29 | — | Jun 2007 | |
| Huber Small Cap Value Fund | 28 | — | Jun 2007 |
Best-Performing Huber Funds Mutual funds Over 5 Years
The top Huber Funds Mutual funds is HULIX (11.44%).
Across the lineup, Huber Funds Mutual funds show an average 1-year return of 23.21% and an average 5-year return of 8.25%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Huber Select Large Cap Value Fund | 11.44% | — | Jun 2007 | |
| Huber Large Cap Value Fund | 9.85% | — | Dec 2012 | |
| Huber Small Cap Value Fund | 6.07% | — | Jun 2007 | |
| Huber Mid Cap Value Fund | 5.63% | — | Dec 2015 |
Lowest-Cost Huber Funds Mutual funds
The top Huber Funds Mutual funds is HUDIX (1.15%).
With an average expense ratio of 1.42%, Huber Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Huber Large Cap Value Fund | 1.15% | — | Dec 2012 | |
| Huber Select Large Cap Value Fund | 1.39% | — | Jun 2007 | |
| Huber Mid Cap Value Fund | 1.40% | — | Dec 2015 | |
| Huber Small Cap Value Fund | 1.75% | — | Jun 2007 |
Highest-Yield Huber Funds Mutual funds
The top Huber Funds Mutual funds is HULIX (1.11%).
Across the lineup, Huber Funds Mutual funds show an average dividend yield of 0.95%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Huber Select Large Cap Value Fund | 1.11% | — | Jun 2007 | |
| Huber Large Cap Value Fund | 1.03% | — | Dec 2012 | |
| Huber Small Cap Value Fund | 0.97% | — | Jun 2007 | |
| Huber Mid Cap Value Fund | 0.69% | — | Dec 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.