24.63%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| HDPMX | 24.63 | -49.00 | 8.00 | 17.00 | 17.00 | 24.00 | 80.00 | -26.00 | 11.00 | -28.00 | 7.00 |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | -1.22 | 0.18 | -5.70 | 24.63 | 17.16 | -10.83 | 1.25 | 2.75 |
| +/- Index (S&P 500) | - 1.48 | - 0.22 | - 6.20 | + 3.73 | - 4.14 | - 4.73 | + 0.95 | + 3.45 |
| +/- Classification Avg. | - 1.37 | - 0.35 | - 5.06 | - 1.15 | - 9.38 | - 5.37 | + 0.32 | + 0.99 |
| % Rank in Classification | 100 | 77 | 100 | 52 | 89 | 98 | 41 | 36 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Reynolds:Blue Chip Gro (RBCGX) | 11.68% | ![]() |
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| 2. Wegener Adaptive Growth (WAGFX) | 11.44% | ![]() |
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| 3. Yacktman Fund (YACKX) | 6.31% | ![]() |
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| 4. Nuveen Tw Val Oppty;I (NVORX) | 4.71% | ![]() |
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| 5. Nuveen Tw Val Oppty;A (NVOAX) | 4.45% | ![]() |
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| 6. Parnassus:Workplace (PARWX) | 4.35% | ![]() |
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| 7. Nuveen Tw Val Oppty;B (NVOBX) | 3.67% | ![]() |
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| 8. Nuveen Tw Val Oppty;C (NVOCX) | 3.66% | ![]() |
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| 9. Fairholme:Fairholme (FAIRX) | 2.16% | ![]() |
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| 10. Stadion Managed;A (ETFFX) | 2.13% | ![]() |
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| 635. Hodges Fund (HDPMX) | -10.83% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | 0.16 | 11/14/2008 |
| Dividend Frequency | Annually | NA |