HULEX Mutual Fund

HULEX Mutual Fund (Huber Select Large Cap Value Fund Institutional Class) is managed by Huber Capital Management with $456.3M in net assets. HULEX expense ratio is 0.91%, holding 43 positions across sectors including Financials, Industrials, Health Care. Inception date: 2011-10-25.

HULEX performance shows a YTD return of 11.42%. The 1-year return is 12.46% and the 5-year return is 11.76%. HULEX dividend yield stands at 1.36%, paid annually.

HULEX 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 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.