HDPMX : Hodges Fund Retail Class

HDPMX is a US Stocks Market Mid-Cap Growth with HIGH fees.

HDPMX

Hodges Fund Retail Class

FI Score

25 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

25% FI Score
  • hdpmx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Hodges Fund Retail Class

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in common stocks of companies of any size market capitalization- small, medium or large. The fund may engage in short-sale transactions with respect to 25% of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. traded stocks or security indices. The fund may also sell options and write "covered" put and call options.

Largest Holdings

Amount Holding
7.16% Commercial Metals Co
6.57% Texas Pacific Land Trust
4.84% US Concrete Inc
4.65% Cree Inc
4.57% Uber Technologies Inc
4.40% Cleveland-Cliffs Inc
4.39% Scorpio Tankers Inc
4.02% Twitter Inc
3.99% American Airlines Group Inc
3.80% Exact Sciences Corp
3.48% NCR Corp
3.20% YETI Holdings Inc
2.83% Revolve Group Inc
2.80% Owens-Corning Inc
2.76% Micron Technology Inc
2.65% Duluth Holdings Inc B
2.64% At Home Group Inc
2.64% Upland Software Inc
2.59% SailPoint Technologies Holdings Inc
2.53% Tandem Diabetes Care Inc
2.35% Twilio Inc A
2.30% Eagle Materials Inc
2.24% Option on Goldman Sachs BDC Inc
2.19% Matador Resources Co
2.16% Taylor Morrison Home Corp Class A

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