HULIX Mutual Fund
HULIX Mutual Fund
HULIX Mutual Fund
Huber Select Large Cap Value Fund Investor Class
HULIX Mutual Fund Overview
HULIX Mutual Fund (Huber Select Large Cap Value Fund Investor Class) is managed by Huber Capital Management with $40.4M in net assets. HULIX expense ratio is 1.31%, holding 41 positions across sectors including Financials, Industrials, Health Care. Inception date: 2007-06-29.
HULIX performance shows a YTD return of 7.53%. The 1-year return is 14.25% and the 5-year return is 11.71%. HULIX dividend yield stands at 1.08%, paid annually.
HULIX 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 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.