Hodges Small Cap Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

U.S. News evaluated 227 Small 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 38.42 percent over the past year, 21.20 percent over the past three years, and 38.11 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year 38.4%
3 Years (Annualized) 21.2%
5 Years (Annualized) 38.1%
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 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 Above Average compared to funds in the same category.
Hodges Small Cap Fund has an expense ratio of 1.07 percent.

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Risk

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

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See Also:

Top Hodges Funds