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Hodges Pure Contrarian Retail (HDPCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.51-0.05 (-0.40%)
At close: 8:00PM EDT
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Previous Close12.56
YTD Return-10.96%
Expense Ratio (net)1.40%
Morningstar Rating
Morningstar Risk Rating★★★★★
Last Cap Gain0.00
Net Assets8.1M
Beta (3y)0.91
Holdings Turnover185.00%
Last Dividend0.02
Inception DateSep 10, 2009
Average for CategoryN/A
  • Investopedia7 months ago

    Top Mutual funds of 2016 (HDPCX, SDIVX)

    A look at equities, bonds and other top-performing mutual funds of 2016.

  • Think small...caps: Big fund managers reaping big returns by shunning the Dow
    CNBC7 months ago

    Think small...caps: Big fund managers reaping big returns by shunning the Dow

    The top fund managers of 2016 are contrarian investors who are betting on small caps and commodities, not companies on the Dow.

  • Reuterslast year

    Lone Star: Texas-based companies power year's best small-cap fund

    A Texas-sized selloff of companies based in the Lone Star State is helping one small-cap fund manager produce outsized returns. Craig Hodges, co-portfolio manager of the $6.2 million Hodges Pure Contrarian fund, is up 17.1 percent for the year through Monday, nearly triple that of any other small-cap core fund tracked by Morningstar, and nearly 20 percentage points better than the 2.7 percent decline in the benchmark Russell 2000. Hodges is prospering mainly by buying Texas-based homebuilders, banks and hotel chains whose shares were caught up in the deep selloff in early 2016 triggered by fears that oil prices would dip into the $20 range.