# Huber Select Large Cap Value Instl (HULEX)

> Source: Nexqual · https://nexqual.com/HULEX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, Huber Select Large Cap Value Instl (HULEX), nexqual.com/HULEX" · informational, not investment advice.

**Price:** USD 38.35 (-0.75% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 38.64 · day 38.35–38.35 · 52w 33.78–39.84 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +10.3% vs S&P 500 +13.4%; 5Y +65.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +10.3% | +65.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.4% | +10.7% |
| Volatility (annualized) | 11.5% | 15.5% |
| Max drawdown | -6.8% (Feb 2026→Mar 2026) | -15.1% (Nov 2024→Mar 2025) |

## Peers
HULIX (Huber Capital Equity Income Fd ) USD 38.33 -0.00% · FTHAX (Fuller & Thaler Behavioral Smal) USD 57.33 -0.00% · SLVIX (Columbia Select Large Cap Value) USD 47.4 -0.00% · HUSEX (Huber Capital Small Cap Velue F) USD 31.9 +0.00% · MSEIX (AMG Managers Special Equity Fun) USD 110.45 +0.00%

## More
Full page: https://nexqual.com/HULEX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

