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HUMEX Huber Mid Cap Value Instl Forecast, Technical & Fundamental Analysis

The investment seeks to achieve current income and capital appreciation... Show more

Category: #Small Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Citigroup (NYSE:C), FedEx Corp (NYSE:FDX), United Rentals (NYSE:URI).

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 fund invests primarily in domestic U.S.securities but reserves the right to invest up to 20% of its net assets in American Depositary Receipts (“ADRs”),dollar-denominated foreign securities,or directly in foreign securities.

Market Cap

The average market capitalization across the Huber Mid Cap Value Instl MF is 36.95B. The market cap for tickers in the group ranges from 1.28B to 226.82B. C holds the highest valuation in this group at 226.82B. The lowest valued company is TTI at 1.28B.

Volume

The average weekly volume growth across all stocks in the Huber Mid Cap Value Instl MF was -14%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -47%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 45
Price Growth Rating: 42
SMR Rating: 47
Profit Risk Rating: 49
Seasonality Score: -36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
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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HUMEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HUMEX has been closely correlated with SSGSX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUMEX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HUMEX
1D Price
Change %
HUMEX100%
N/A
SSGSX - HUMEX
87%
Closely correlated
N/A
DFFVX - HUMEX
83%
Closely correlated
N/A
ASVRX - HUMEX
82%
Closely correlated
N/A
DFSVX - HUMEX
82%
Closely correlated
N/A
VSCAX - HUMEX
80%
Closely correlated
N/A
More
Huber Mid Cap Value Instl (HUMEX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com