HULEX Mutual Fund
HULEX Mutual Fund
HULEX Mutual Fund
Huber Select Large Cap Value Fund Institutional Class
HULEX Mutual Fund Overview
HULEX Mutual Fund (Huber Select Large Cap Value Fund Institutional Class) is managed by Huber Capital Management with $478.1M in net assets. HULEX expense ratio is 0.91%, holding 41 positions across sectors including Financials, Industrials, Health Care. Inception date: 2011-10-25.
HULEX performance shows a YTD return of 7.72%. The 1-year return is 14.59% and the 5-year return is 12.07%. HULEX dividend yield stands at 1.40%, paid annually.
HULEX top holdings include Citigroup Inc. (7.1%), Golar Lng Ltd (6.3%), Kbr Inc (5.6%), Microsoft Corp 4.100 Feb 06 37 (5.1%), Eli Lilly & Co. (5.0%). Go to all HULEX holdings, HULEX sectors, or HULEX dividends.
HULEX can be compared against other funds. Use HULEX overlap to find shared positions, or HULEX vs another fund for a side-by-side view. HULEX alternatives are available via the screener, along with tax-loss harvesting opportunities.