1 / 5 Stars
1 1 1 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#80 in Small Value
U.S. News evaluated 113 Small Value 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 24.46 percent over the past year, and 4.95 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.6%|
|3 Years (Annualized)||5.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies with an attractive price and free cash flow. It will invest without regard to a company's market capitalization size. The fund may invest in investment-grade convertible and non-convertible debt securities, U.S. government securities and money market funds. It may also invest up to 25% of its net assets in foreign equity and debt securities. The fund also may invest in money market instruments and may purchase put and call options on U.S. traded stocks, currencies or security indices. It is non-diversified.
Fees are Low compared to funds in the same category.
Hodges Pure Contrarian Fund has an expense ratio of 1.40 percent.
Risk is High compared to funds in the same category according to Morningstar.