HULEX Mutual Fund (Huber Select Large Cap Value Fund Institutional Class) is managed by Huber Capital Management with $434.1M in net assets. HULEX expense ratio is 1.00%, holding 42 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2011-10-25.

HULEX performance shows a YTD return of 2.73%. The 1-year return is 10.96% and the 5-year return is 13.95%. HULEX dividend yield stands at 1.47%, paid annually.

HULEX top holdings include Oracle Corp - Common (6.1%), Citigroup Inc. (6.0%), Kbr Inc (5.8%), Golar Lng Ltd (5.4%), Bank of America Corp.: Financials (4.9%). View all HULEX holdings, sector breakdown, or dividend history.

HULEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HULEX alternatives are available via the screener, along with tax-loss harvesting opportunities.