Hodges Fund

Scorecard
3 / 5 Stars
Lipper
5 2 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

#15 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap Blend 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 52.47 percent over the past year, 17.18 percent over the past three years, 29.67 percent over the past five years, and 9.55 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 6.7%
1 Year 52.5%
3 Years (Annualized) 17.2%
5 Years (Annualized) 29.7%
10 Years (Annualized) 9.6%

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Summary

The investment seeks long-term capital appreciation. The fund invests in common stocks of companies of any market capitalization, small, medium or large. It may engage in short-sale transactions with respect to 25% of its net assets. The fund 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. It may also invest up to 25% of its net assets in moderate growth stocks whose shares offer a high dividend yield and in the stocks of foreign companies which are U.S. dollar denominated and traded on a domestic national securities exchange, including ADRs.

Fees

Fees are Low compared to funds in the same category.
Hodges Fund has an expense ratio of 1.43 percent.

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Risk

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

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