The fund imposes a 1.00% redemption fee on retail class shares held less than 30 days and 60 days for institutional class shares. Combines multiple investment themes and gives the manager the flexibility to invest where they see value regardless of company size. 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 About Hodges Small Cap Fund Hodges Small Cap Fund seeks long-term capital appreciation by investing in the stocks of small capitalization companies. 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. *The Advisor has contractually agreed to reduce its fees at least until August 31, 2021. Investors pay the net expense ratio. Craig Hodges is co-founder and principal of the Dallas based money management firm Hodges Capital Management. Sign in to view your mail Mutual fund investing involves risk. 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. 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. Performance data does not reflect the redemption fee. 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. Mutual fund investing involves risk. Why invest in the Hodges Small Cap Fund? Fees are Average compared to funds in the same category. Gross performance doesnât reflect fees or expenses; if reflected, returns would be reduced. Research information including asset allocation, sector weightings and top holdings for Hodges Small Cap Fund. Compare momentum and price performance. Hodges Small Cap Fund;Retail | historical charts and prices, financials, and todayâs real-time HDPSX stock price. See holdings data for Hodges Small Cap Fund (HDPSX). The fund hit ⦠The fund imposes a 1.00% redemption fee on retail class shares held less than 30 days and 60 days for institutional class shares. Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. 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. 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. Estimated capital gains for Hodges Fund, Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small Intrinsic Fund. Craig Hodges sees growth opportunities in housing-related stocks as deurbanization trend could continue for years to come. 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. Estimated capital gains for Hodges Fund, Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small Intrinsic Fund. Box ⦠Learn more about mutual funds at fidelity.com. Performance data does not reflect the redemption fee. Principal loss is possible. as of 09/30/20 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. Hodges Small Cap Fund (HDPSX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. Mutual fund investing involves risk. The Advisor, Hodges Capital Management, was founded by Don and Craig Hodges and is based in Dallas, TX. 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. Analyze the Fund Hodges Small Cap Fund Institutional Class having Symbol HDSIX for type mutual-funds and perform research on other mutual funds. Small cap core fund that focuses on investing in specific growth and value opportunities within the small cap segment (generally market caps up to ⦠The Russell 2000 is a subset of the Russell 3000 Index. Hodges Small Cap Momentum Indicators with Williams R percentage analysis. It represents the bottom 2000 companies by market capitalization. Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Why invest in the Hodges Fund?
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