Huber Mid Cap Value Fund
Shareclass
Huber Mid Cap Value Instl (HUMEX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,412 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Huber Mid Cap Value Fund HUMEX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GSK PLC ADR1.11% of assets$128,516 invested
- 2. BP PLC ADR1.02% of assets$118,240 invested
- 3. Citigroup Inc3.82% of assets$443,457 invested
- 4. Science Applications International Corp1.74% of assets$201,204 invested
- 5. Lyft Inc Class A1.13% of assets$131,490 invested
- 6. Prudential Financial Inc1.02% of assets$118,530 invested
- 7. General Motors Co0.92% of assets$106,540 invested
- 8. KBR Inc7.94% of assets$920,739 invested
- 9. CNO Financial Group Inc1.45% of assets$167,817 invested
- 10. Entergy Corp0.52% of assets$60,656 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. SouthState Corp1.76% of assets$204,133 invested
- 2. New Fortress Energy Inc Class A3.32% of assets$385,560 invested
- 3. Kenvue Inc0.99% of assets$115,290 invested
- 4. Tenet Healthcare Corp2.72% of assets$315,575 invested
- 5. Select Medical Holdings Corp0.36% of assets$41,470 invested
- 6. Innospec Inc2.65% of assets$306,847 invested
- 7. Cheniere Energy Inc1.3% of assets$150,409 invested
- 8. United Rentals Inc3.04% of assets$352,220 invested
- 9. Upbound Group Inc5.03% of assets$583,400 invested
- 10. Granite Real Estate Investment Trust Unit0.46% of assets$53,394 invested
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Financial performance
Performance data provided by
Find more financial data on HUMEX at Morningstar.com
Find more financial data on HUMEX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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