HULIX Mutual Fund

HULIX Mutual Fund (Huber Select Large Cap Value Fund Investor Class) is managed by Huber Capital Management with $38.3M in net assets. HULIX expense ratio is 1.31%, holding 43 positions across sectors including Financials, Industrials, Health Care. Inception date: 2007-06-29.

HULIX performance shows a YTD return of 10.20%. The 1-year return is 12.13% and the 5-year return is 11.40%. HULIX dividend yield stands at 1.05%, paid annually.

HULIX top holdings include Citigroup Inc. (6.6%), Golar Lng Limited Ordinary Shares (6.3%), Microsoft Corp (6.2%), Kbr Inc (5.8%), Oracle Corp - Common (5.3%). Go to all HULIX holdings, HULIX sectors, or HULIX dividends.

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