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Hodges Equity Income Retail

HDPEX
11.14
+0.18
+1.64%
2/12/2016
5 Years
  • Previous Close

    10.96

  • Net Assets

    13.18M

  • Yield

    2.15%

  • Front load

    None

  • Expenses

    1.30%

  • Category

    Large Value

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Hodges

Fund Style

Open

Fund Manager

Eric Marshall

Investment Style

Large Blend

The investment seeks income and long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in income producing equity securities. While the Fund invests primarily in securities that are traded in the United States, 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 American Depositary Receipts, European Depositary Receipts and Global Depositary Receipts), debt securities of companies, debt obligations of governments and their agencies and other similar securities.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 1,000

Inception

9/10/2009

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