• FirefoxInstall the new Firefox »
  •  Dow Up 0.22% Nasdaq Up 0.65%

    Hodges Small-Mid Cap Retail (HDSMX)

    11.35 Down 0.01(0.09%) Mar 26
    Prev Close:11.35
    YTD Return*:5.27%
    Net Assets*:12.25M
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for HDSMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SWKS5.8125.51
    TSCO4.2013.51
    CASY3.61-1.86
    ORLY3.4210.06
    PPC3.204.06

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:12.25M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.40%

    Performance & Risk

    YTD Return:5.27%
    5y Avg Return:N/A
    Rank in Category (ytd):36
    % Rank in Category (ytd):4.64%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks long-term capital appreciation through investments in the common stock of small and mid capitalization companies. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-sized ("small-mid") capitalization companies. It defines small-mid capitalization companies as those whose market capitalizations, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2500® Index. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback