5 / 5 Stars
5 5 3 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#22 in Small Blend
U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 33.39 percent over the past year, 22.08 percent over the past three years, and 30.04 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.5%|
|3 Years (Annualized)||22.1%|
|5 Years (Annualized)||30.0%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Hodges Small Cap Fund has an expense ratio of 1.35 percent.
Risk is High compared to funds in the same category according to Morningstar.