Hodges Blue Chip Fund Manager Performance Evaluation
| HDPBX Fund | USD 28.98 0.79 2.80% |
The fund retains a Market Volatility (i.e., Beta) of 1.04, which attests to a somewhat significant risk relative to the market. Hodges Blue returns are very sensitive to returns on the market. As the market goes up or down, Hodges Blue is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Hodges Blue Chip are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental drivers, Hodges Blue may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 1.3000 |
HODGES |
Hodges Blue Relative Risk vs. Return Landscape
If you would invest 2,620 in Hodges Blue Chip on November 10, 2025 and sell it today you would earn a total of 278.00 from holding Hodges Blue Chip or generate 10.61% return on investment over 90 days. Hodges Blue Chip is currently producing 0.1688% returns and takes up 1.1103% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than HODGES, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hodges Blue Current Valuation
Undervalued
Today
Please note that Hodges Blue's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Hodges Blue Chip retains a regular Real Value of $31.59 per share. The prevalent price of the fund is $28.98. We determine the value of Hodges Blue Chip from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hodges Blue is currently traded on the exchange, buyers and sellers on that exchange determine the market value of HODGES Mutual Fund. However, Hodges Blue's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.98 | Real 31.59 | Hype 29.0 | Naive 28.93 |
The intrinsic value of Hodges Blue's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hodges Blue's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Hodges Blue Chip helps investors to forecast how HODGES mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hodges Blue more accurately as focusing exclusively on Hodges Blue's fundamentals will not take into account other important factors: Hodges Blue Target Price Odds to finish over Current Price
The tendency of HODGES Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 28.98 | 90 days | 28.98 | about 7.22 |
Based on a normal probability distribution, the odds of Hodges Blue to move above the current price in 90 days from now is about 7.22 (This Hodges Blue Chip probability density function shows the probability of HODGES Mutual Fund to fall within a particular range of prices over 90 days) .
Hodges Blue Price Density |
| Price |
Predictive Modules for Hodges Blue
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Hodges Blue Chip. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Hodges Blue Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Hodges Blue is not an exception. The market had few large corrections towards the Hodges Blue's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Hodges Blue Chip, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Hodges Blue within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 1.04 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | 0.06 |
Hodges Blue Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Hodges Blue for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Hodges Blue Chip can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 98.53% of its assets under management (AUM) in equities |
Hodges Blue Fundamentals Growth
HODGES Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hodges Blue, and Hodges Blue fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HODGES Mutual Fund performance.
| Price To Earning | 18.64 X | ||||
| Price To Book | 3.30 X | ||||
| Price To Sales | 1.81 X | ||||
About Hodges Blue Performance
Evaluating Hodges Blue's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hodges Blue has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hodges Blue has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Hodges Blue Chip performance evaluation
Checking the ongoing alerts about Hodges Blue for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hodges Blue Chip help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.53% of its assets under management (AUM) in equities |
- Analyzing Hodges Blue's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hodges Blue's stock is overvalued or undervalued compared to its peers.
- Examining Hodges Blue's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hodges Blue's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hodges Blue's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hodges Blue's mutual fund. These opinions can provide insight into Hodges Blue's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |