Hodges Small Cap Fund Quote
| HDPSX Fund | USD 26.10 0.04 0.15% |
Performance17 of 100
| Odds Of DistressLess than 16
|
Hodges Small is trading at 26.10 as of the 29th of November 2024; that is 0.15 percent up since the beginning of the trading day. The fund's open price was 26.06. Hodges Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Hodges Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in the stocks of small capitalization 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.. More on Hodges Small Cap
Moving together with Hodges Mutual Fund
Hodges Mutual Fund Highlights
| Fund Concentration | Hodges Funds, Large Funds, Small Blend Funds, Small Blend, Hodges (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Hodges Small Cap [HDPSX] is traded in USA and was established 29th of November 2024. Hodges Small is listed under Hodges category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Hodges family. This fund currently has accumulated 181.56 M in assets under management (AUM) with no minimum investment requirementsHodges Small Cap is currently producing year-to-date (YTD) return of 32.45%, while the total return for the last 3 years was 9.38%.
Check Hodges Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hodges Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hodges Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hodges Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hodges Small Cap Mutual Fund Constituents
| BC | Brunswick | Stock | Consumer Discretionary | |
| VSTO | Vista Outdoor | Stock | Consumer Discretionary | |
| TSEM | Tower Semiconductor | Stock | Information Technology | |
| CRMT | Americas Car Mart | Stock | Consumer Discretionary | |
| TPX | Tempur Sealy International | Stock | Consumer Discretionary | |
| HA | Hawaiian Holdings | Stock | Industrials | |
| X | United States Steel | Stock | Materials | |
| NCR | NCR Corp | Stock | Information Technology |
Hodges Small Cap Risk Profiles
| Mean Deviation | 0.905 | |||
| Semi Deviation | 0.8754 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.57 |
Hodges Small Against Markets
Other Information on Investing in Hodges Mutual Fund
Hodges Small financial ratios help investors to determine whether Hodges Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hodges with respect to the benefits of owning Hodges Small security.
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