HULIX Mutual Fund
HULIX Mutual Fund
Huber Select Large Cap Value Fund Investor Class
HULIX Mutual Fund Overview
HULIX Mutual Fund (Huber Select Large Cap Value Fund Investor Class) is managed by Huber Capital Management with $39.5M in net assets. HULIX expense ratio is 1.31%, holding 41 positions across sectors including Financials, Industrials, Health Care. Inception date: 2007-06-29.
HULIX performance shows a YTD return of 2.81%. The 1-year return is 9.75% and the 5-year return is 10.89%. HULIX dividend yield stands at 1.13%, paid annually.
HULIX 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 HULIX holdings, sector breakdown, or dividend history.
HULIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HULIX alternatives are available via the screener, along with tax-loss harvesting opportunities.