HUDEX Mutual Fund

HUDEX Mutual Fund (Huber Large Cap Value Fund Institutional Class) is managed by Huber Capital Management with $16.6M 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 10.59%. The 1-year return is 16.27% and the 5-year return is 11.00%. HUDEX dividend yield stands at 1.21%, paid annually.

HUDEX top holdings include Eli Lilly & Co. (11.7%), Citigroup Inc. (8.6%), Golar Lng Limited Ordinary Shares (8.0%), Microsoft Corp (6.2%), Kbr Inc (4.9%). 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.