| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#44 in Small Blend
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 34.84 percent over the past year, 21.12 percent over the past three years, and 10.00 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.8% |
| 1 Year | 34.8% |
| 3 Years (Annualized) | 21.1% |
| 5 Years (Annualized) | 10.0% |
| 10 Years (Annualized) | N/A |
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 the stocks of small cap companies. It defines small cap companies as those whose market capitalization are consistent with the market capitalizations of companies in the Russell 2000® Index. The fund may invest up to 25% of its net assets in equity securities of foreign issuers. It may engage in short-sale transactions with respect to 25% of its net assets.
Fees
Fees are High compared to funds in the same category.
Hodges Small Cap Fund has an expense ratio of 1.40 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
