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HUMDX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$16.15
Change
-$0.52 (-3.12%)
Net Assets
11.63M

HUMDX Huber Mid Cap Value Inv Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve current income and capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of mid-sized capitalization U.S. companies ("mid cap 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.

Market Cap

The average market capitalization across the Huber Mid Cap Value Inv MF is 11.13B. The market cap for tickers in the group ranges from 220.34M to 52.02B. TFC holds the highest valuation in this group at 52.02B. The lowest valued company is CVGI at 220.34M.

Volume

The average weekly volume growth across all stocks in the Huber Mid Cap Value Inv MF was -21%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 68
P/E Growth Rating: 51
Price Growth Rating: 51
SMR Rating: 43
Profit Risk Rating: 44
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Advisors Series Trust(Huber Funds)c/o U.S. Bancorp Fund Services, LLC, P.O. Box 701Milwaukee
Phone
N/A
Web
www.hubercap.com
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HUMDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HUMDX has been closely correlated with DFFVX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUMDX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HUMDX
1D Price
Change %
HUMDX100%
-1.02%
DFFVX - HUMDX
90%
Closely correlated
-1.39%
DFSVX - HUMDX
90%
Closely correlated
-1.38%
VSIIX - HUMDX
88%
Closely correlated
-1.22%
VISVX - HUMDX
87%
Closely correlated
-1.24%
VSIAX - HUMDX
87%
Closely correlated
-1.22%
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