HUSEX Mutual Fund (Huber Small Cap Value Fund Institutional Class) is managed by Huber Capital Management with $73.7M in net assets. HUSEX expense ratio is 1.28%, holding 36 positions across sectors including Financials, Industrials, Energy. Inception date: 2011-10-25.

HUSEX performance shows a YTD return of 18.14%. The 1-year return is 30.13% and the 5-year return is 8.49%. HUSEX dividend yield stands at 1.16%, paid annually.

HUSEX top holdings include Golar LNG Limited (10.7%), Tetra Technologies Inc (7.0%), Rent-a-center Inc (6.3%), Enova International Inc (5.6%), Kbr Inc (5.3%). View all HUSEX holdings, sector breakdown, or dividend history.

HUSEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HUSEX alternatives are available via the screener, along with tax-loss harvesting opportunities.