Hodges Blue Chip Fund Quote
| HDPBX Fund | USD 27.48 0.11 0.40% |
Performance14 of 100
| Odds Of DistressLess than 16
|
Hodges Blue is trading at 27.48 as of the 22nd of November 2024; that is 0.40 percent up since the beginning of the trading day. The fund's open price was 27.37. Hodges Blue has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Hodges Blue Chip are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in large capitalization income producing equity securities. It invests primarily in the stocks of large capitalization companies. The adviser defines large capitalization companies as companies whose market capitalizations, at the time of purchase, are within the range of market capitalization of companies constituting the SP 500 Index.. More on Hodges Blue Chip
Moving together with Hodges Mutual Fund
| 0.94 | HDPSX | Hodges Small Cap | PairCorr |
| 0.96 | HDPMX | Hodges Fund Retail | PairCorr |
| 0.92 | HDSIX | Hodges Small Cap | PairCorr |
| 0.67 | HDSVX | Hodges Small Intrinsic | PairCorr |
| 0.99 | VTSAX | Vanguard Total Stock | PairCorr |
Moving against Hodges Mutual Fund
Hodges Mutual Fund Highlights
| Fund Concentration | Hodges Funds, Large Blend Funds, Large Blend, Hodges (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Hodges Blue Chip [HDPBX] is traded in USA and was established 22nd of November 2024. Hodges Blue is listed under Hodges category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Hodges family. This fund currently has accumulated 29.87 M in assets under management (AUM) with minimum initial investment of 1 K. Hodges Blue Chip is currently producing year-to-date (YTD) return of 31.71% with the current yeild of 0.01%, while the total return for the last 3 years was 13.18%.
Check Hodges Blue Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hodges Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hodges Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hodges Blue Chip Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hodges Blue Chip Mutual Fund Constituents
| OKE | ONEOK Inc | Stock | Energy | |
| PYPL | PayPal Holdings | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| CVS | CVS Health Corp | Stock | Health Care | |
| ENLC | EnLink Midstream LLC | Stock | Energy | |
| LUV | Southwest Airlines | Stock | Industrials | |
| C | Citigroup | Stock | Financials | |
| DIS | Walt Disney | Stock | Communication Services |
Hodges Blue Chip Risk Profiles
| Mean Deviation | 0.6027 | |||
| Semi Deviation | 0.5845 | |||
| Standard Deviation | 0.8925 | |||
| Variance | 0.7966 |
Hodges Blue Against Markets
Other Information on Investing in Hodges Mutual Fund
Hodges Blue financial ratios help investors to determine whether Hodges Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hodges with respect to the benefits of owning Hodges Blue security.
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