HUMDX Mutual Fund

HUMDX Mutual Fund (Huber Mid Cap Value Fund Investor Class) is managed by Huber Capital Management with $517,018.35 in net assets. HUMDX expense ratio is 1.41%, holding 33 positions across sectors including Financials, Industrials, Energy. Inception date: 2015-12-31.

HUMDX performance shows a YTD return of 13.52%. The 1-year return is 20.10% and the 5-year return is 7.22%. HUMDX dividend yield stands at 0.67%, paid annually.

HUMDX top holdings include Enova International Inc. (usd) (11.8%), Golar Lng Limited Ordinary Shares (10.5%), Tetra Technologies Inc (8.6%), Citigroup Inc. (6.5%), First Citizens BancShares Inc (6.0%). 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.