Yahoo
Nasdaq USD

Hodges Retail (HDPMX)

89.93 -2.85 (-3.07%)
At close: 8:08:25 PM EDT
Chart Range Bar
Loading chart for HDPMX
  • Previous Close 92.78
  • YTD Return 19.70%
  • Expense Ratio 1.19%
  • Category Mid-Cap Blend
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 269.06M
  • Beta (5Y Monthly) 1.67
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 89.00%
  • Last Dividend 0.35
  • Inception Date Oct 9, 1992

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% 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. traded stocks or security indices. The fund may also sell options and write "covered" put and call options.

Hodges

Fund Family

Mid-Cap Blend

Fund Category

269.06M

Net Assets

1992-10-09

Inception Date

Performance Overview

View More

Trailing returns as of 10/28/2026. Category is Mid-Cap Blend.

YTD Return

HDPMX
19.70%
Category
17.04%

1-Year Return

HDPMX
21.72%
Category
50.44%

3-Year Return

HDPMX
25.10%
Category
13.15%

5-Year Return

HDPMX
12.84%
Category
13.75%

People Also Watch

Holdings

View More

Sector Weightings

Recent News

View More

Research Reports

View More

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: