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 $45.3M in net assets. HULIX expense ratio is 1.40%, holding 42 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-06-29.
HULIX performance shows a YTD return of 2.70%. The 1-year return is 10.62% and the 5-year return is 13.59%. HULIX dividend yield stands at 1.13%, paid annually.
HULIX 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 HULIX holdings, sector breakdown, or dividend history.
HULIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HULIX alternatives are available via the screener, along with tax-loss harvesting opportunities.