HDPSX : Hodges Small Cap Fund Retail Class

HDPSX is a US Stocks Market Small Blend with HIGH fees.

HDPSX

Hodges Small Cap Fund Retail Class

FI Score

29 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

29% FI Score
  • hdpsx
  • Mutual Fund
  • US Stocks
  • Small Blend

Hodges Small Cap Fund Retail Class

Expenses: 1.29% (Better than 0% of similar funds)

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

Fund Summary

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.

Largest Holdings

Amount Holding
6.67% Texas Pacific Land Trust
5.99% Commercial Metals Co
5.55% Hilltop Holdings Inc
4.88% Five9 Inc
4.24% NCR Corp
4.20% Eagle Materials Inc
3.51% YETI Holdings Inc
3.24% Exact Sciences Corp
3.18% Tower Semiconductor Ltd
2.97% US Concrete Inc
2.82% Brunswick Corp
2.76% American Eagle Outfitters Inc
2.70% LGI Homes Inc
2.67% CyrusOne Inc
2.62% Primoris Services Corp
2.29% Scorpio Tankers Inc
2.25% America's Car-Mart Inc
2.19% Brooks Automation Inc
2.18% Federal Signal Corp
2.14% Texas Roadhouse Inc
2.08% Triumph Bancorp Inc
2.06% Encore Wire Corp
2.00% RH
2.00% Ryman Hospitality Properties Inc
1.78% Revolve Group Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo