HUDEX – Huber Large Cap Value Inst Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve current income and capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of large capitalization U.S. companies. It looks for companies whose stocks are considered by the Adviser to be undervalued. The Adviser currently considers large cap companies to be those with market capitalizations in the range of those found in the Bloomberg US 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of $5 billion or above at time of initial purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HUDIX	Huber Large Cap Value Fund Investor Class	No Load	Open			Dec 31, 2012	$2.59M	1.160%	High	$5,000	−$888,215.52
HUDEX	Huber Large Cap Value Fund Institutional Class	Institutional	Open			Dec 31, 2012	$16.56M	0.760%	Above Average	$1M	−$849,483.33

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