HUDEX Mutual Fund

HUDEX Mutual Fund (Huber Large Cap Value Fund Institutional Class) is managed by Huber Capital Management with $17.7M in net assets. HUDEX expense ratio is 0.76%, holding 51 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-12-31.

HUDEX performance shows a YTD return of 8.43%. The 1-year return is 17.84% and the 5-year return is 11.24%. HUDEX dividend yield stands at 1.24%, paid annually.

HUDEX top holdings include Eli Lilly & Co. (9.7%), Golar Lng Ltd (9.1%), Citigroup Inc. (8.5%), Microsoft Corp (5.5%), Fedex Corp (5.4%). Go to all HUDEX holdings, HUDEX sectors, or HUDEX dividends.

HUDEX can be compared against other funds. Use HUDEX overlap to find shared positions, or HUDEX vs another fund for a side-by-side view. HUDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.