HUDIX Mutual Fund

HUDIX Mutual Fund (Huber Large Cap Value Fund Investor Class) is managed by Huber Capital Management with $2.8M in net assets. HUDIX expense ratio is 1.16%, holding 51 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-12-31.

HUDIX performance shows a YTD return of 8.20%. The 1-year return is 17.43% and the 5-year return is 10.98%. HUDIX dividend yield stands at 1.01%, paid annually.

HUDIX 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 HUDIX holdings, HUDIX sectors, or HUDIX dividends.

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