HubSpot, Inc.

Frequently Asked Questions About HUBS

What does HUBS invest in?

HubSpot, Inc. offers an expansive, cloud-hosted customer relationship management (CRM) platform, catering to businesses across the Americas, Europe, and the Asia Pacific. This integrated system features fundamental modules for marketing, sales, customer service, and content management. Additionally, the platform is equipped with a wide array of specialized tools to optimize operations, such as search engine optimization (SEO), blogging, website management, instant messaging, AI-driven chatbots, social media management, marketing automation, email communications, and predictive lead scoring. It further includes functionalities for boosting sales productivity, creating knowledge bases, facilitating e-commerce, directing conversations, hosting videos, and managing ticketing and helpdesk inquiries. Customer satisfaction is also addressed through NPS surveys, complemented by comprehensive analytics and reporting features. Beyond the software, HubSpot offers professional services to educate and train clients on maximizing the CRM's potential, alongside accessible support options via phone, email, and live chat. The company focuses its services on mid-market business-to-business (B2B) organizations. Incorporated in 2005, HubSpot, Inc. has its main offices located in Cambridge, Massachusetts.

What is the expense ratio of HUBS?

An expense ratio for HubSpot, Inc. (HUBS) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is HUBS?

HubSpot, Inc. (HUBS) manages $10.49B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HUBS actively managed or an index fund?

HUBS's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HUBS launched?

HubSpot, Inc. (HUBS) launched in October 2014 and is managed by the fund issuer.

How has HUBS performed?

HUBS's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.