Hodges Small Cap Fund Quote

HDSIX Fund  USD 21.95  0.35  1.62%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Hodges Small is trading at 21.95 as of the 3rd of March 2025; that is 1.62 percent up since the beginning of the trading day. The fund's open price was 21.6. Hodges Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of February 2025 and ending today, the 3rd of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in the stocks of small capitalization companies. Hodges Small is traded on NASDAQ Exchange in the United States. More on Hodges Small Cap

Moving together with Hodges Mutual Fund

  0.89HDPBX Hodges Blue ChipPairCorr
  0.83HDSVX Hodges Small IntrinsicPairCorr

Hodges Mutual Fund Highlights

Fund ConcentrationHodges Funds, Large Funds, Small Blend Funds, Small Blend, Hodges (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Hodges Small Cap [HDSIX] is traded in USA and was established 3rd of March 2025. Hodges Small is listed under Hodges category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Hodges family. This fund currently has accumulated 181.56 M in assets under management (AUM) with minimum initial investment of 1000 K. Hodges Small Cap is currently producing year-to-date (YTD) return of 2.46%, while the total return for the last 3 years was 8.74%.
Check Hodges Small Probability Of Bankruptcy

Instrument Allocation

Stocks100%100%

Top Hodges Small Cap Mutual Fund Constituents

BCBrunswickStockConsumer Discretionary
BYDBoyd GamingStockConsumer Discretionary
RHRHStockConsumer Discretionary
AZEKAzek CompanyStockIndustrials
AEOAmerican Eagle OutfittersStockConsumer Discretionary
GPIGroup 1 AutomotiveStockConsumer Discretionary
SYNASynaptics IncorporatedStockInformation Technology
HTHHilltop HoldingsStockFinancials
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Hodges Small Top Holders

SMIFXSound Mind InvestingMutual FundAllocation--85%+ Equity
SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
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Hodges Small Cap Risk Profiles

Hodges Small Against Markets

Other Information on Investing in Hodges Mutual Fund

Hodges Small 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 Small security.
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