About HULEX
Huber Select Large Cap Value Fund Institutional Class is an actively managed mutual fund focused on achieving current income and capital appreciation. The fund primarily invests at least 80% of its net assets in a diversified portfolio of large capitalization U.S. companies whose stocks are considered undervalued by the fund's adviser. Its investment strategy emphasizes value-oriented selection, targeting companies across major sectors, including technology, financial services, healthcare, industrials, energy, and consumer defensive industries. This fund is designed for institutional investors, requiring a minimum initial investment of $1 million. It is characterized by a relatively concentrated portfolio, with the top ten holdings representing over 40% of total assets, and a moderate portfolio turnover rate around 33%. Huber Select Large Cap Value Fund Institutional Class plays a role in the market by providing exposure to established, undervalued large-cap U.S. equities, balancing the pursuit of income with long-term appreciation potential for institutional portfolios.
Fund Family Huber Funds
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HULEX
Share Class Institutional Class
Index Index is not available on Lipper Database
HULEX had a total return of 9.83% in the past year, including dividends.
Since the fund's inception, the average annual return has been 11.73%.
