Hodges Instl
C/O U.S. Bancorp Fund Services P.O. Box 701 Milwaukee, WI 53201-0701
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Phone: 866-811-0224
| Category: | Mid-Cap Growth | | Fund Family: | Hodges | | Net Assets: | 1.03M | | Year-to-Date Return: | 19.96% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-08 |
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Donald W. Hodges
Lead Manager since
09-Oct-92 | | | Hodges has been a portfolio manager of Hodges Capital Management Inc. since 1992. Prior to that, he was a president of First Dallas Securities Inc. since its inception in 1989. He was president and a broker with Raucher Pierce Refsnes from 1974 until 1989. Hodges began his investment career in 1960 and has managed discretionary brokerage accounts since 1968. Hodges was chosen one of the 20-top brokers by Registered Rep Magazine in 1981. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $25,000,000 | | Min Initial Investment, AIP: | $250 | | 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 primarily invests in common stocks of companies of any market capitalization, from larger well-established companies to smaller, emerging growth companies. It may invest 25% of net assets in short-sale transactions. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 80.00% | | Average for Category:
| 130.04% |
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| Expense | HDPIX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 332 | $716 | | 5 Yr Expense Projection*: |
$ 575 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,272 | $2,071 |
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