HULEX Mutual Fund (Huber Select Large Cap Value Fund Institutional Class) is managed by Huber Capital Management with $456.2M in net assets. HULEX expense ratio is 0.91%, holding 41 positions across sectors including Financials, Industrials, Health Care. Inception date: 2011-10-25.

HULEX performance shows a YTD return of 2.96%. The 1-year return is 10.08% and the 5-year return is 11.24%. HULEX dividend yield stands at 1.46%, paid annually.

HULEX top holdings include Golar LNG Limited (6.6%), Citibank N.A. (6.4%), Fedex Corp. (6.3%), Oracle Corp. (5.4%), Kbr Inc (5.2%). View all HULEX holdings, sector breakdown, or dividend history.

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