Hodges Small Cap Retail (HDPSX)
* As of 31-May-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.31%|
Performance & Risk
|5y Avg Return:||19.20%|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||3.66%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of small capitalization ("small cap") companies. It defines small cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2000® Index. View More