Hodges Blue Chip 25 Fund

Class Adv (HDPBX)
Scorecard
5 / 5 Stars
Lipper
5 5 5 1 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

#38 in Large Growth

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 27.08 percent over the past year, and 16.88 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 5.5%
1 Year 27.1%
3 Years (Annualized) 16.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization equity securities that are within the range of market capitalization of companies constituting the S&P 500® Index. It may also invest up to 25% of its net assets in stocks of foreign companies which are U.S. dollar denominated and trade on a domestic national securities exchange, including ADRs, EDRs and GDRs. The fund may also invest up to 20% of its net assets in equity securities of issuers that have market capitalizations outside the defined large-cap level.

Fees

Fees are Average compared to funds in the same category.
Hodges Blue Chip 25 Fund has an expense ratio of 1.30 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top Hodges Funds