Hodges Fund Retail Fund Quote
| HDPMX Fund | USD 79.43 1.60 2.06% |
Performance18 of 100
| Odds Of DistressLess than 15
|
Hodges Fund is trading at 79.43 as of the 26th of November 2024; that is 2.06 percent up since the beginning of the trading day. The fund's open price was 77.83. Hodges Fund has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Hodges Fund Retail are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests in common stocks of companies of any size market capitalization- small, medium or large. The fund may engage in short-sale transactions with respect to 10 percent of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. More on Hodges Fund Retail
Moving together with Hodges Mutual Fund
Hodges Mutual Fund Highlights
| Fund Concentration | Hodges Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Hodges (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Hodges Fund Retail [HDPMX] is traded in USA and was established 26th of November 2024. Hodges Fund is listed under Hodges category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Hodges family. This fund currently has accumulated 155.53 M in assets under management (AUM) with minimum initial investment of 1 K. Hodges Fund Retail is currently producing year-to-date (YTD) return of 21.76%, while the total return for the last 3 years was 5.1%.
Check Hodges Fund 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 Fund Retail 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 Fund Retail Mutual Fund Constituents
| NCR | NCR Corp | Stock | Information Technology | |
| SNAP | Snap Inc | Stock | Communication Services | |
| NLS | Nautilus Group | Stock | Consumer Discretionary | |
| SMAR | Smartsheet | Stock | Information Technology | |
| YETI | YETI Holdings | Stock | Consumer Discretionary | |
| SQQQ | ProShares UltraPro Short | Etf | Trading--Inverse Equity | |
| CLF | Cleveland Cliffs | Stock | Materials | |
| X | United States Steel | Stock | Materials |
Hodges Fund Retail Risk Profiles
| Mean Deviation | 1.04 | |||
| Semi Deviation | 0.9892 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.16 |
Hodges Fund Against Markets
Other Information on Investing in Hodges Mutual Fund
Hodges Fund 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 Fund security.
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