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Hodges Small Cap (HDPSX)

18.92 Up 0.08(0.42%) Apr 17
Get the big picture on all your investments.
Prev Close:18.84
YTD Return*:1.93%
Net Assets*:1.13B
Yield*:N/A

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
TRN2.2432.58
AAL2.1150.26
EXP1.9715.68
TPL1.9628.78
SAIA1.7019.50

Fund Basics

Morningstar Overall Rating:
Total Assets:1.13B
Category:Small Blend
Annual Report Expense Ratio (net):1.40%

Performance & Risk

YTD Return:1.93%
5y Avg Return:34.84%
Rank in Category (ytd):26
% Rank in Category (ytd):3.51%
Beta (3y):1.31
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of small cap companies. It defines small cap companies as those whose market capitalization are consistent with the market capitalizations of companies in the Russell 2000® Index. The fund may invest up to 25% of its net assets in equity securities of foreign issuers. It may engage in short-sale transactions with respect to 25% of its net assets. View More
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