Huber Capital Mid Fund Quote
| HUMDX Fund | USD 17.49 0.05 0.29% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Huber Capital is trading at 17.49 as of the 28th of November 2024; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 17.54. Huber Capital has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Huber Capital Mid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks of mid-sized capitalization U.S. companies whose stocks are considered by the Adviser to be undervalued. The Adviser currently considers mid cap companies to be those with a market capitalization range that is consistent with the market capitalization range of the Bloomberg US 2500 Value Index.. More on Huber Capital Mid
Moving together with Huber Mutual Fund
Huber Mutual Fund Highlights
| Fund Concentration | Huber Funds, Large Funds, Small Value Funds, Small Value, Huber Funds, Large, Small Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Huber Capital Mid [HUMDX] is traded in USA and was established 28th of November 2024. Huber Capital is listed under Huber Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Huber Funds family. This fund currently has accumulated 2.08 M in assets under management (AUM) with minimum initial investment of 5 K. Huber Capital Mid is currently producing year-to-date (YTD) return of 17.84% with the current yeild of 0.01%, while the total return for the last 3 years was 6.1%.
Check Huber Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Huber Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Huber Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Huber Capital Mid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Huber Capital Mid Mutual Fund Constituents
| MLR | Miller Industries | Stock | Industrials | |
| QRTEA | Qurate Retail Series | Stock | Consumer Discretionary | |
| RCII | Rent A Center | Stock | Consumer Discretionary | |
| GLNG | Golar LNG Limited | Stock | Energy | |
| TNK | Teekay Tankers | Stock | Energy | |
| EURN | Euronav NV | Stock | Energy | |
| TFC | Truist Financial Corp | Stock | Financials | |
| KBR | KBR Inc | Stock | Industrials |
Huber Capital Mid Risk Profiles
| Mean Deviation | 0.8871 | |||
| Semi Deviation | 0.8528 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.61 |
Huber Capital Against Markets
Other Information on Investing in Huber Mutual Fund
Huber Capital financial ratios help investors to determine whether Huber Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Huber with respect to the benefits of owning Huber Capital security.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |