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    Hodges Retail (HDPMX)

    37.20 Down 1.01(2.64%) May 3
    Prev Close:38.21
    YTD Return*:6.45%
    Net Assets*:219.00M
    Yield*:0.98%

    * As of 31-Mar-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    TPL10.41N/A
    TRN7.54N/A
    JCP5.68N/A
    EXP5.42N/A
    MTDR5.23N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:219M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.31%

    Performance & Risk

    YTD Return:6.45%
    5y Avg Return:8.93%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.14%
    Beta (3y):1.33
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests in common stocks of companies of any market capitalization, small, medium or large. Although not a primary investment strategy, the fund may engage in short-sale transactions with respect to 25% of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U. S. traded stocks or security indices. The Fund may also sell options and write "covered" call options. View More
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