Huber Select Large Cap Value Fund (HULIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HULIX
HULIX charges 1.39% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HULIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HULIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HULIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HULIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HULIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HULIX vs TILVX |
Best Risk-Adjusted Alternatives to HULIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HULIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HULIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HULIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HULIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HULIX vs VALAX |
Top Performing HULIX Alternatives (YTD)
HULIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HULIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HULIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HULIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HULIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HULIX vs HFCVX |
Lowest Volatility Alternatives to HULIX
HULIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HULIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HULIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HULIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HULIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HULIX vs ACIIX |
Lowest Drawdown Alternatives to HULIX
HULIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HULIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HULIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HULIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HULIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HULIX vs PSECX |
Other Mutual Funds from Huber Funds
Most popular Huber Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Huber Small Cap Value Fund | Small Cap Value Equities | 28 | -0.07% | Jun 29, 2007 | HULIX vs HUSIX | |
| Huber Large Cap Value Fund | Large Cap Value Equities | 27 | -2.76% | Dec 31, 2012 | HULIX vs HUDIX | |
| Huber Mid Cap Value Fund | Small Cap Value Equities | 34 | 0.34% | Dec 31, 2015 | HULIX vs HUMDX |
Often Compared With HULIX
What investors most often compare with HULIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | HULIX vs FCNTX |
Compare HULIX with Any Fund or Stock
Compare HULIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.