About HUSEX
The Huber Small Cap Value Fund Institutional Class is a mutual fund focused on achieving capital appreciation by investing primarily in common stocks of small-capitalization U.S. companies. These companies are selected based on the adviser’s assessment of their undervalued status, typically limiting investments to firms with market capitalizations of $3 billion or less, aligning with the range found in the Bloomberg US 2000 Value Index. The fund adheres to a strict value-oriented investment discipline, emphasizing stocks with lower price-to-book ratios, higher dividend yields, and relatively slow growth characteristics. Managed by Joseph Huber since its inception, the fund maintains a concentrated portfolio, with over 45% of assets often held in its top ten positions, spanning sectors such as energy, financial services, industrials, and technology. As an institutional share class, it requires a higher minimum investment and features a lower net expense ratio compared to its investor counterpart. The Huber Small Cap Value Fund Institutional Class serves institutional investors seeking exposure to the small-cap value segment of the U.S. equity market, offering diversification and potential long-term growth by targeting less-followed, attractively valued companies.
Fund Family Huber Funds
Category Small Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HUSEX
Share Class Institutional Class
Index Index is not available on Lipper Database
HUSEX had a total return of 18.07% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.25%.
