HHDFX Mutual Fund
HHDFX Mutual Fund
Hamlin High Dividend Equity Fund Institutional Class

HHDFX Mutual Fund Overview
HHDFX Mutual Fund (Hamlin High Dividend Equity Fund Institutional Class) is managed by Hamlin Capital Management LLC with $1.59B in net assets. HHDFX expense ratio is 0.85%, holding 26 positions across sectors including Financials, Industrials, Consumer Staples. Inception date: 2012-03-30.
HHDFX performance shows a YTD return of 6.04%. The 1-year return is 11.29% and the 5-year return is 13.72%. HHDFX dividend yield stands at 4.29%, paid semi-annually.
HHDFX top holdings include Broadcom Inc (6.5%), Abbvie Inc (5.5%), Morgan Stanley (5.4%), Old Republic International Corp (4.9%), Cummins Inc. (4.8%). View all HHDFX holdings, sector breakdown, or dividend history.
HHDFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HHDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.