HUMEX Mutual Fund (Huber Mid Cap Value Fund Institutional Class) is managed by Huber Capital Management with $12.5M in net assets. HUMEX expense ratio is 1.11%, holding 30 positions across sectors including Financials, Industrials, Energy. Inception date: 2015-12-31.

HUMEX performance shows a YTD return of 15.18%. The 1-year return is 33.21% and the 5-year return is 7.53%. HUMEX dividend yield stands at 0.85%, paid annually.

HUMEX 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%). View all HUMEX holdings, sector breakdown, or dividend history.

HUMEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HUMEX alternatives are available via the screener, along with tax-loss harvesting opportunities.