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Hodges Small Cap Retail

HDPSX
=
18.55
0.00
0.00%
8/26/2016
5 Years
  • Previous Close

    18.55

  • Net Assets

    956.37M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.29%

  • Category

    Small Blend

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Hodges

Fund Style

Open

Fund Manager

Eric Marshall

Investment Style

Small Blend

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of small capitalization ("small cap") companies. 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.

Purchase Information

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

Inception

12/18/2007

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