HULIX Alternatives & Similar Mutual Funds

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 306 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	HULIX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	HULIX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	HULIX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	HULIX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	HULIX vs VVIAX

Best Risk-Adjusted Alternatives to HULIX

HULIX has a PortfoliosLab risk / return rank of 29. There are 265 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	HULIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	HULIX vs FGINX
VALAX	Al Frank Fund	95	—	May 2006	HULIX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	HULIX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	HULIX vs SABTX

Top Performing HULIX Alternatives (YTD)

HULIX is at 5.58% YTD. There are 271 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	HULIX vs YAFFX
PKAIX	PIMCO RAE US Fund	23.68%	—	Jun 2015	HULIX vs PKAIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	HULIX vs AVLVX
VALAX	Al Frank Fund	21.52%	—	May 2006	HULIX vs VALAX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	HULIX vs PXTIX

Lowest Volatility Alternatives to HULIX

HULIX has 11.27% 1-year volatility. There are 195 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.91%	—	Sep 2017	HULIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	HULIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.14%	—	Dec 1973	HULIX vs RIDAX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	HULIX vs FLCCX
FALAX	Fidelity Advisor Large Cap Fund Class A	8.08%	—	Sep 1996	HULIX vs FALAX

Lowest Drawdown Alternatives to HULIX

HULIX has a 1-year max drawdown of -6.82%. There are 106 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	HULIX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	HULIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	HULIX vs HFCVX
TORYX	Torray Fund	-4.50%	—	Dec 1990	HULIX vs TORYX
SVAIX	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
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	28	11.28%	—	Jun 2007	HULIX vs HUSIX
HUDIX	Huber Large Cap Value Fund	Large Cap Value Equities	50	6.28%	—	Dec 2012	HULIX vs HUDIX
HUMDX	Huber Mid Cap Value Fund	Small Cap Value Equities	46	10.58%	—	Dec 2015	HULIX vs HUMDX

Often Compared With HULIX

Investors most often compare HULIX with FCNTX, LEXCX, AUXFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	HULIX vs FCNTX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	53	18.37%	—	Nov 1935	HULIX vs LEXCX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	52	6.60%	—	Jul 1999	HULIX vs AUXFX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	HULIX vs ACIIX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	24	9.60%	—	Jun 2021	HULIX vs GQHPX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	HULIX vs TWEIX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	83	6.83%	—	Dec 2019	HULIX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	15.83%	—	Apr 2003	HULIX vs NEIMX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	HULIX vs VIHAX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	56	10.89%	—	Feb 2001	HULIX vs HDCTX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	HULIX vs AVERX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	59	12.76%	—	—	HULIX vs DODFX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	83	14.30%	—	Oct 2002	HULIX vs TILVX
SMVLX	Smead Value Fund	Large Cap Value Equities	67	13.63%	—	Jan 2008	HULIX vs SMVLX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	11	2.70%	—	Jan 2011	HULIX vs PSECX
FAIRX	Fairholme Fund	Large Cap Value Equities	32	6.26%	—	Dec 1999	HULIX vs FAIRX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	76	9.75%	—	Jun 1995	HULIX vs FLCSX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	90	15.38%	—	Dec 2006	HULIX vs NQCRX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	22	4.94%	—	Dec 2007	HULIX vs TMMAX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	HULIX vs UPDDX

Compare HULIX with Any Fund or Stock

Compare HULIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Huber Select Large Cap Value Fund (HULIX) Alternatives