HUMDX Mutual Fund

HUMDX Mutual Fund (Huber Mid Cap Value Fund Investor Class) is managed by Huber Capital Management with $560,862.84 in net assets. HUMDX expense ratio is 1.41%, holding 30 positions across sectors including Financials, Industrials, Energy. Inception date: 2015-12-31.

HUMDX performance shows a YTD return of 15.27%. The 1-year return is 29.90% and the 5-year return is 8.19%. HUMDX dividend yield stands at 0.66%, paid annually.

HUMDX top holdings include Tetra Technologies Inc (12.3%), Enova International Inc (10.8%), Golar Lng Limited Ordinary Shares (10.4%), Citigroup, Inc. (6.7%), F5 Inc (5.7%). Go to all HUMDX holdings, HUMDX sectors, or HUMDX dividends.

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