The Fund Grade · free · no account needed

What grade does HULEX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

D

Fundprints Fund Grade · as of 2026-10-01

Huber Select Large Cap Value Fund Institutional Class

#357 of 500 graded active funds · value · large segment peer group

The point · specialist footprint

HULEX sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

10,000+ funds tracked · the graded specialists among them drive every read

3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

HULEX vs the Honor Roll · share card ↗

Conviction exposure

26.5%

of the book in specialist-converged names

Late-stage weight

20.6%

of the book in Crowded or Fading names

Active share

93.6%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
C 6.4%BP 4.2%PM 4.1%+3 locked
Consensus
PFE 5.1%T 4.3%LLY 3.8%+15 locked
Emerging
FDX 6.3%JPM 1.1%
Crowded
KBR 5.2%BAC 4.3%FHN 1.9%+5 locked
Fading
GLNG 6.6%ORCL 5.4%TFC 1.4%+1 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

HULEX grades D, ranking 357 of 500, with specialists accounting for just 26.5% of the book. The fund has early positions in Citigroup, Oracle, and Pfizer, but nearly 21% of the portfolio sits in late or fading trades, including a 6.6% weight in GLNG where specialists are leaving.

→ Watch the GLNG position closely, at 6.6% it is the largest fading trade and specialist exit pressure is already visible.

→ Three higher graded funds exist in this segment, so compare what those offer against HULEX's D grade before adding more.

Support leaving these positions

GLNG 6.6% of the fund · Fading

ORCL 5.4% of the fund · Fading

KBR 5.2% of the fund · Crowded

BAC 4.3% of the fund · Crowded

FHN 1.9% of the fund · Crowded

Where it's genuinely early

C 6.4% of the fund · Early Conviction

FDX 6.3% of the fund · Emerging

BP 4.2% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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