To obtain copies of the Form ADV and Privacy Policy for Hodges Capital Management, Inc., please visit the Advisory Disclosures page. The Advisor, Hodges Capital Management, was founded by Don and Craig Hodges and is based in Dallas, TX. Core equity fund that invests in publicly traded companies ranging from large, blue chip companies to undiscovered small cap companies. © Copyright 2020 | Hodges Capital Management. Craig …, Eric J. Marshall, CFA, currently serves as President, Co-Chief Investment Officer, and Director of Research for Hod …, Gary Bradshaw began working with Don Hodges in 1985 at Rauscher Pierce Refsnes, Inc., and joined Hodges Capital Man …, Eric Marshall shares his insight on a few stock picks going into the new year on âThe Claman Countdown.â. The fund imposes a 1.00% redemption fee on retail class shares held less than 30 days and 60 days for institutional class shares. It is not possible to invest directly in an index. Small cap core fund that focuses on investing in specific growth and value opportunities within the small cap segment (generally market caps up to ⦠Hodges Small Cap (HDPSX) Expense Ratio: 1.41% Expected Lifetime Fees: $40,245.14 The Hodges Small Cap fund (HDPSX) is a Small Blend fund started on 12/18/2007 and has $162.10 million in assets under management Performance data current to the most recent month-end may be obtained by calling (866) 811 0224, or visiting www.hodgesfunds.com for quarterly performance. All Rights Reserved, Urban flight will be the top investment theme in the coming years, Returns for greater than one year are annualized. Analyze the Fund Hodges Small Cap Fund Retail Class having Symbol HDPSX for type mutual-funds and perform research on other mutual funds. *The Advisor has contractually agreed to reduce its fees at least until August 31, 2021. Investors pay the net expense ratio. Principal loss is possible. Performance data does not reflect the redemption fee. Craig Hodges is co-founder and principal of the Dallas based money management firm Hodges Capital Management. Small cap core fund that focuses on investing in specific growth and value opportunities within the small cap segment (generally market caps up to $4 billion) of the market. Gross performance doesnât reflect fees or expenses; if reflected, returns would be reduced. Investment advisory service is offered through Hodges Capital Management, Inc., and is registered with the Securities Exchange Commission. Find the latest Hodges Small Cap Fund (HDPSX) stock quote, history, news and other vital information to help you with your stock trading and investing. Latest Hodges Small Cap Fund Retail Class News There is no recent news for this security. Mutual fund investing involves risk. Mutual fund investing involves risk. See holdings data for Hodges Small Cap Fund (HDPSX). The Russell 2000 is a subset of the Russell 3000 Index. The adviser 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. Learn more about mutual funds at fidelity.com. The fund invests in smaller companies, which involves additional risks such as limited liquidity and greater volatility. The Fund invests in foreign securities which involves greater volatility and political, economic and currency risks and differences in accounting methods. The Russell 2000 is a subset of the Russell 3000 Index. Hodges Small Cap Momentum Indicators with Williams R percentage analysis. Box ⦠If reflected, total return would be reduced. Performance data current to the most recent month-end may be obtained by calling (866) 811 0224, or visiting www.hodgesfunds.com for quarterly performance. Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Research information including asset allocation, sector weightings and top holdings for Hodges Small Cap Fund. Fees are Average compared to funds in the same category. About Hodges Small Cap Fund Hodges Small Cap Fund seeks long-term capital appreciation by investing in the stocks of small capitalization companies. Since 1992, the Hodges Funds have offered long only, public equity exposure from small cap to large cap, depending on the clientâs need. Current performance of the fund may be lower or higher than the performance quoted. Combines multiple investment themes and gives the manager the flexibility to invest where they see value regardless of company size. Compare momentum and price performance. Hodges Capital is responsible for HDSIX, and the company is based out of Dallas, TX. The Fund seeks long-term capital appreciation. The ⦠By analyzing existing cross correlation between General Motors and Hodges Small Cap, you can compare the effects of market volatilities on GM and Hodges Small and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. Find the latest Hodges Small-Mid Cap Fund Retai (HDSMX) stock quote, history, news and other vital information to help you with your stock trading and investing. Principal loss is possible. It represents the bottom 2000 companies by market capitalization. Hodges Capital Management (HCM) is the adviser to the Hodges Funds, which are distributed by Quasar Distributors, LLC. The summary and statutory prospectuses contain this and other information about the investment company. Mutual fund investing involves risk. The funds' investment objectives, risks, charges, and expenses must be considered carefully before investing. The firm is family and employee owned and operated. Securities offered through First Dallas Securities, Inc., a registered broker-dealer and member of FINRA/SIPC. All Rights Reserved, Urban flight will be the top investment theme in the coming years, Returns for greater than one year are annualized. Hodges Small Cap Fund (HDPSX) is a small-cap focused fund that was in the top 25% of funds for 2013, and for 2012, and 2011, and 2010 and 2009, and gained 381% in the current bull market (vs. the S&Pâs 178%), while doing Breaking News ⢠⦠Hodges Small Cap Fund Retail Class Adv (HDPSX) Related Funds - discover similar funds, compare dividends and return. Performance data quoted represents past performance and does not guarantee future results. The Fund will invest at least 80% of its net assets in the stocks of small capitalization companies, ⦠To receive interesting content describing what we are currently seeing in the market and how we are translating that into results, please sign up here. The fund may also make short sales of securities, which involves the risk that losses may exceed the original amount invested. Craig …, Eric J. Marshall, CFA, currently serves as President, Co-Chief Investment Officer, and Director of Research for Hod …, Gary Bradshaw began working with Don Hodges in 1985 at Rauscher Pierce Refsnes, Inc., and joined Hodges Capital Man …, Eric Marshall shares his insight on a few stock picks going into the new year on âThe Claman Countdown.â. Craig Hodges sees growth opportunities in housing-related stocks as deurbanization trend could continue for years to come. Get Hodges Small Cap Fund Retail Class (HDPSX-O:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. *The Advisor has contractually agreed to reduce its fees at least until August 31, 2021. Investors pay the net expense ratio. Hodges Small Cap Fund Retail Class Adv (HDPSX) Key Stats Comparison: compare with other stocks by metrics: valuation, growth, profitability, momentum, EPS revisions, dividends, ratings. Hodges Small Cap Fund (HDPSX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. Principal loss is possible. Craig Hodges is co-founder and principal of the Dallas based money management firm Hodges Capital Management. You may purchase or redeem Fund shares on any business day by written request via mail (The Hodges Small Cap Fund, c/o U.S. Bank Global Fund Services, P.O. Hodges Small Cap Retail HDPSX Morningstar Analyst Rating Quantitative rating as of Dec 31, 2020 Quote Fund Analysis Performance Risk Price ⦠Sign in to view your mail Seeks companies that are poised to benefit from recent industry consolidation, exhibit pricing power, have high barriers to entry, have strong brand awareness, and undervalued earnings prospects. Craig Hodges sees growth opportunities in housing-related stocks as deurbanization trend could continue for years to come. The investment return and principal value of an investment will fluctuate so that an investorâs shares, when redeemed, may be worth more or less than their original cost. It is not possible to invest directly in an index. Hodges beat at least 70% of small-cap blend funds in each of the next five years, as the fund gradually added more stocks to the portfolio. Estimated capital gains for Hodges Fund, Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small Intrinsic Fund. Analyze the Fund Hodges Small Cap Fund Institutional Class having Symbol HDSIX for type mutual-funds and perform research on other mutual funds. Performance data does not reflect the redemption fee. Estimated capital gains for Hodges Fund, Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small Intrinsic Fund. News Hodges Small Cap Fund;Retail HDPSX No news for HDPSX in the past two years. Eric Marshall, CFA, co-manager of the Dallas-based Hodges Small Cap Fund (HDPSX), has a bottom-up stock picking strategy that's put his firm on ⦠Hodges Small Cap Fund;Retail | historical charts and prices, financials, and todayâs real-time HDPSX stock price. The fund imposes a 1.00% redemption fee on retail class shares held less than 30 days and 60 days for institutional class shares. Performance data quoted represents past performance and does not guarantee future results. Hodges Small Cap Fund has an expense ratio of 1.33 percent. If reflected, total return would be reduced. Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Read it carefully before investing.Â, © Copyright 2021 | Hodges Capital Management. Hodges Small Cap Fund seeks long-term capital appreciation by investing in the stocks of small capitalization companies. as of 09/30/20 Hodges Small Cap Retail HDPSX Morningstar Analyst Rating Quantitative rating as of Dec 31, 2020 Quote Fund Analysis Performance Risk Price ⦠Learn more about mutual funds at fidelity.com. Current performance of the fund may be lower or higher than the performance quoted. Gross performance doesnât reflect fees or expenses; if reflected, returns would be reduced. Small cap core fund that focuses on investing in specific growth and value opportunities within the small cap segment (generally market caps up to ⦠Why invest in the Hodges Fund? You may obtain a free hard-copy version by calling 1-866-811-0224 or by clicking this link. Small cap core fund that focuses on investing in specific growth and value opportunities within the small cap segment (generally market caps up to $4 billion) of the market. The Hodges Funds. Why invest in the Hodges Small Cap Fund? Seeks companies that are poised to benefit from recent industry consolidation, exhibit pricing power, have high barriers to entry, have strong brand awareness, and undervalued earnings prospects. It represents the bottom 2000 companies by market capitalization. Submit your email address below to receive updates and news about our strategies. Hodges Small Cap Fund Retail Class Issuer Hodges Applied in United States Inception 12/18/2007 Type Small Blend Currency USD Volume 138.34 M Custodian US ⦠Why invest in the Hodges Small Cap Fund? The fund hit ⦠The fund may also make short sales of securities, which involves the risk that losses may exceed the original amount invested. The fund invests in smaller companies, which involves additional risks such as limited liquidity and greater volatility. The Fund invests in foreign securities which involves greater volatility and political, economic and currency risks and differences in accounting methods. The investment return and principal value of an investment will fluctuate so that an investorâs shares, when redeemed, may be worth more or less than their original cost.
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