Huber Select Large Cap Value FundHULEX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$498.8M
Expense ratio
1.00%
1-year return
+18.4%
3 years, a year
+15.2%
5 years, a year
+12.1%
Holdings
41
What it aims to do.
The Huber Select Large Cap Value Fund (the Select Large Cap Value Fund) seeks to achieve current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Golar LNG Ltd | 6.63% |
| C Citigroup Inc | 6.40% |
| FDX FedEx Corp | 6.32% |
| ORCL Oracle Corp | 5.40% |
| KBR KBR Inc | 5.22% |
| PFE Pfizer Inc | 5.12% |
| BAC Bank of America Corp | 4.31% |
| SBC AT&T Inc | 4.26% |
| BP Bp Plc | 4.24% |
| PM Philip Morris International In | 4.09% |
More on HULEX.
- HULEX overview
- HULEX holdings
- HULEX risk
- HULEX costs
- HULEX money in and out
- HULEX share classes
- Compare HULEX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.