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Huber Large Cap Value Fund Institutional Class: (MF: HUDEX)

(NASDAQ Mutual Funds) As of Apr 24, 2026 04:54 PM ET

$26.99 USD

-0.22 (-0.81%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.57 51
3 months -0.57 51
6 months 2.22 46
1 Year 13.64 58
3 Year 14.65 39
5 Year 10.24 35
10 Year 10.55 54

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2026

1 Year 13.64
5 Year 10.24
10 Year 10.55
Since Inception 9.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.57 NA NA NA
2025 -3.00 5.15 5.71 2.81
2024 12.17 3.81 2.98 1.98
2023 -0.60 4.80 -0.47 7.16
2022 1.73 -9.50 -4.68 10.79
2021 10.37 5.51 0.33 5.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.5710.8622.3011.10-2.7723.40-3.2530.62-13.3421.4112.20
% Total Return Rel to Index 1.72-7.35-2.71-15.1315.43-5.28-21.66-0.86-8.94-0.370.26
% Total Return Rel to Peer -2.27-4.196.46-4.178.01-0.94-11.464.98-5.784.000.88
% Perf Quintile vs Peer* 4.005.001.004.001.004.005.001.005.001.003.00
% Dividends 0.000.350.310.340.290.240.260.200.220.230.22
% Yield 0.001.301.421.711.561.211.631.201.721.521.73
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.750.750.750.750.750.750.750.750.750.75

* 1 = Top 20%, 5 = Bottom 20%