About HULIX
The Huber Select Large Cap Value Fund Investor Class is a mutual fund focused on delivering current income and capital appreciation by primarily investing in large-capitalization U.S. companies. Operating within the large value category, this fund employs a diversified portfolio of common stocks, emphasizing established firms that management considers undervalued relative to their intrinsic potential. Its portfolio spans key sectors such as healthcare, industrials, technology, financial services, energy, and communication services, with significant holdings in companies like Eli Lilly and Company, Microsoft Corporation, Citigroup, Shell PLC, and BP PLC. The fund follows a value investing approach, seeking opportunities among large-cap stocks that offer both stable income and long-term growth prospects. Its active management and sector diversification aim to provide shareholders exposure to resilient, market-leading businesses that can weather various economic cycles. The fund holds a relatively high percentage of assets in its top holdings and is characterized by a higher expense ratio compared to peers. It plays a notable role for investors seeking value-oriented strategies within the large-cap segment of the U.S. equity market.
Fund Family Huber Funds
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol HULIX
Share Class Investor Class
Index Index is not available on Lipper Database
HULIX had a total return of 9.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.49%.
