Huber Select Large Cap Value Fund (HULIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HULIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HULIX
HULIX charges 1.39% annually. There are 302 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HULIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HULIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HULIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HULIX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | HULIX vs VVIAX |
Best Risk-Adjusted Alternatives to HULIX
HULIX has a PortfoliosLab risk / return rank of 19. There are 303 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | HULIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | HULIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | HULIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | HULIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | HULIX vs PKAIX |
Top Performing HULIX Alternatives (YTD)
HULIX is at 5.16% YTD. There are 301 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | HULIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | HULIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | HULIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | HULIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | HULIX vs NFJEX |
Lowest Volatility Alternatives to HULIX
HULIX has 11.60% 1-year volatility. There are 193 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | HULIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | HULIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | HULIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | HULIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | HULIX vs TMMAX |
Lowest Drawdown Alternatives to HULIX
HULIX has a 1-year max drawdown of -6.82%. There are 102 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HULIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HULIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HULIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HULIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HULIX vs SVAIX |
Other Mutual Funds from Huber Funds
The 3 most viewed Huber Funds mutual funds shown here include HUSIX, HUDIX, HUMDX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Huber Small Cap Value Fund | Small Cap Value Equities | 55 | 18.98% | — | Jun 2007 | HULIX vs HUSIX | |
| Huber Large Cap Value Fund | Large Cap Value Equities | 40 | 6.43% | — | Dec 2012 | HULIX vs HUDIX | |
| Huber Mid Cap Value Fund | Small Cap Value Equities | 63 | 14.82% | — | Dec 2015 | HULIX vs HUMDX |
Often Compared With HULIX
Investors most often compare HULIX with FCNTX, AUXFX, VIHAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HULIX with Any Fund or Stock
Compare HULIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HULIX with funds that move differently
Huber Select Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HULIX.
Explore HULIX Diversifiers