HUMDX Mutual Fund

HUMDX Mutual Fund (Huber Mid Cap Value Fund Investor Class) is managed by Huber Capital Management with $589,312.92 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 8.18%. HUMDX dividend yield stands at 0.66%, paid annually.

HUMDX top holdings include Golar Lng Ltd (12.1%), Tetra Technologies Inc (10.9%), Enova International Inc (8.0%), Fedex Corp (7.1%), Citigroup Inc. (6.5%). 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.