HUSIX Mutual Fund

HUSIX Mutual Fund (Huber Small Cap Value Fund Investor Class) is managed by Huber Capital Management with $28.1M in net assets. HUSIX expense ratio is 1.68%, holding 38 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-06-29.

HUSIX performance shows a YTD return of 9.17%. The 1-year return is 18.54% and the 5-year return is 7.10%. HUSIX dividend yield stands at 0.99%, paid annually.

HUSIX top holdings include Golar Lng Limited Ordinary Shares (9.3%), Weave Communications Inc Common Stock USD 0.00001 (7.2%), Kbr Inc (5.9%), Enova International Inc. (usd) (5.5%), UPBOUND GROUP INC (5.0%). Go to all HUSIX holdings, HUSIX sectors, or HUSIX dividends.

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