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Net Asset Value:
7.901-Day Return:
-0.07 (-0.88%)YTD Return
as of 11/6/09:
as of 11/6/09:
36.44%HDPSX
(Hodges Small Cap Fund)
Classification: Small-Cap Core
Objective: Growth
Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 36.44 | 31.23 | NA | NA | NA |
| Classification | 23.13 | 24.21 | -6.83 | 0.73 | 6.26 |
| Index (S&P 500) | 20.90 | 21.30 | -6.10 | 0.30 | -0.70 |
| % Rank in Class (1-best,100=worst) | 11 | 25 | NA | NA | NA |
| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 26.60 |
| Inception Date: | 12/18/07 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 1.40% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Fidelity Instl Money Market Portfolio;select | NA | 6.25 |
| Atwood Oceanics Inc | ATW | 5.76 |
| Texas Pacific Land Trust | TPL | 5.34 |
| Kansas City Sthn | KSU | 4.10 |
| Commercial Metals Co | CMC | 3.71 |
| Kirby | KEX | 3.68 |
| Geo Group Inc | GEO | 3.44 |
| Kbr Inc | KBR | 3.41 |
| Massey Energy Co | MEE | 3.16 |
| Titan Machinery Inc | TITN | 2.94 |
| % of Total Holdings | 41.79 | |
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