Hodges Pure Contrarian Retl
Mk-wi-t4 777 East Wisconsin Avenue Milwaukee WI 53202
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Phone: 866-811-0224
| Category: | Large Blend | | Fund Family: | Hodges | | Net Assets: | 4.23M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 10-Sep-09 |
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Craig D. Hodges
Lead Manager since
31-Aug-09 | | | Hodges has been a portfolio manager with the Hodges Capital Management Inc. since 1999.He has 22 years of experience in the investment industry and currently the president of the Advisor. Hodges was a founder and is president of First Dallas Securities, where he has managed individual and institutional investment portfolios. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies with an attractive price and free cash flow. Such companies may also include special situations companies that are experiencing management changes and/or are currently out of favor. It may invest in investment-grade convertible and non-convertible debt securities, U.S. government securities and money market funds. The fund may also invest up to 25% of net assets in foreign equity and debt securities. It is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | HDPCX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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