Hodges Blue Chip 25 Retl (HDPBX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||37|
|% Rank in Category (ytd):||2.13%|
|Morningstar Risk Rating:||1|
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization equity securities that are within the range of market capitalization of companies constituting the S&P 500Â® Index. It may also invest up to 25% of its net assets in stocks of foreign companies which are U.S. dollar denominated and trade on a domestic national securities exchange, including ADRs, EDRs and GDRs. The fund may also invest up to 20% of its net assets in equity securities of issuers that have market capitalizations outside the defined large-cap level. View More