HDPMX (Hodges Fund;Retail)
Net Asset Value: 19.99 1-Day Return: 0.19 (0.96%) YTD Return as of 5/23/12:Up 2.30%

Classification: Multi-Cap Core   Objective: Capital Apprec   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 2.30 -13.05 13.22 -6.47 6.53
Classification 4.36 -3.64 14.57 -1.60 4.03
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)8297649710

Fund Stats

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Investment Objective:Capital Apprec
Net Assets ($Mil)143.50
Inception Date:10/9/92
Manager Name, TenureHodges/Hodges, 1992 / 1999
Expense Ratio: 1.40%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 3/31/12)

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Company NameSymbol% Net Assets
Texas Pacific Land Trust Ord TPL 10.17
Belo Corp Ord BLC 7.58
Cummins Inc Ord CMI 6.45
Sandridge Energy Inc Ord SD 5.78
Union Pacific Corp Ord UNP 5.77
Luby's Inc Ord LUB 5.48
National Oilwell Varco Inc Ord NOV 5.34
Crocs Inc Ord CROX 5.07
Halliburton Co Ord HAL 4.46
A T Cross Co Ord ATX 4.45
% of Total Holdings 60.55

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