HHDFX Mutual Fund

HHDFX Mutual Fund (Hamlin High Dividend Equity Fund Institutional Class) is managed by Hamlin Capital Management LLC with $1.78B in net assets. HHDFX expense ratio is 0.85%, holding 29 positions across sectors including Industrials, Financials, Health Care. Inception date: 2012-03-30.

HHDFX performance shows a YTD return of 11.89%. The 1-year return is 17.06% and the 5-year return is 11.66%. HHDFX dividend yield stands at 4.42%, paid semi-annually.

HHDFX top holdings include Cummins Inc. (6.2%), Morgan Stanley (5.6%), Lamar Advertising Co (4.7%), Broadcom Inc (4.7%), Us Enterprise Products Partners Lp (4.4%). Go to all HHDFX holdings, HHDFX sectors, or HHDFX dividends.

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