HDPBX : Hodges Blue Chip Equity Income Fund Retail Class

HDPBX is a US Stocks Market Large Blend with HIGH fees.

HDPBX

Hodges Blue Chip Equity Income Fund Retail Class

FI Score

20 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

20% FI Score
  • hdpbx
  • Mutual Fund
  • US Stocks
  • Large Blend

Hodges Blue Chip Equity Income Fund Retail Class

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Fund Summary

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 large capitalization income producing equity securities. It invests primarily in the stocks of large capitalization companies. The adviser defines large capitalization companies as companies whose market capitalizations, at the time of purchase, are within the range of market capitalization of companies constituting the S&P 500® Index.

Largest Holdings

Amount Holding
9.00% Apple Inc
7.86% Microsoft Corp
6.13% Amazon.com Inc
4.79% AbbVie Inc
4.41% The Home Depot Inc
4.37% Facebook Inc A
4.13% Johnson & Johnson
3.78% JPMorgan Chase & Co
3.61% Lowe's Companies Inc
3.55% The Walt Disney Co
3.48% Coca-Cola Co
3.38% Visa Inc Class A
3.15% PepsiCo Inc
3.14% Texas Instruments Inc
2.96% Union Pacific Corp
2.82% Merck & Co Inc
2.82% Verizon Communications Inc
2.76% Starbucks Corp
2.74% Boeing Co
2.63% ONEOK Inc
2.49% CVS Health Corp
2.48% Marathon Petroleum Corp
2.45% Bank of America Corp
2.38% Walmart Inc
2.34% Bristol-Myers Squibb Company

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