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Huber Large Cap Value Fund (HUDIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The investment seeks to achieve current income and capital appreciation. The Large Cap Value Fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of large capitalization U.S. companies. It looks for companies whose stocks are considered by the Adviser to be undervalued. The Adviser currently considers large cap companies to be those with market capitalizations in the range of those found in the Bloomberg U.S. 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of $5 billion or above at time of initial purchase.

Looking to diversify beyond HUDIX? The mutual funds below have the lowest correlation with HUDIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from HUDIX.

Best Diversifiers for HUDIX

1 mutual funds have low correlation with HUDIX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Equity Income Fund (LEIFX) (Large Cap Value Equities) with a 1Y correlation of 0.21, down from 0.73 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LEIFX
Federated Hermes Equity Income Fund0.210.540.73
65
Large Cap Value EquitiesHUDIX vs LEIFX
SVAIX
Federated Hermes Strategic Value Dividend Fund0.360.490.63
78
Large Cap Value EquitiesHUDIX vs SVAIX
HFCVX
Hennessy Cornerstone Value Fund0.520.680.78
81
Large Cap Value EquitiesHUDIX vs HFCVX
HDCTX
Rational Equity Armor Fund0.550.620.71
55
Large Cap Value EquitiesHUDIX vs HDCTX
VIHAX
Vanguard International High Dividend Yield Index F...0.570.620.70
80
Large Cap Value Equities, Dividend, Foreign Large Cap EquitiesHUDIX vs VIHAX
See all 31 diversifiers for HUDIX

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