HUDEX Mutual Fund
HUDEX Mutual Fund
Huber Large Cap Value Fund Institutional Class
HUDEX Mutual Fund Overview
HUDEX Mutual Fund (Huber Large Cap Value Fund Institutional Class) is managed by Huber Capital Management with $16.8M 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 5.10%. The 1-year return is 15.11% and the 5-year return is 10.45%. HUDEX dividend yield stands at 1.28%, paid annually.
HUDEX top holdings include Eli Lilly And Company (9.7%), Golar LNG Limited (9.1%), Citibank N.A. (8.5%), Microsoft Corp 4.100 Feb 06 37 (5.5%), Fedex Corp. (5.4%). View all HUDEX holdings, sector breakdown, or dividend history.
HUDEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HUDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.