Estimated Capital Gains
Estimated capital gains for Hodges Small Cap Fund, Hodges Small Intrinsic Value Fund, and Hodges Small-Mid Cap Fund.
Our Mutual Funds
Small Cap Fund
Symbol HDPSX Inception 12/18/2007Hodges Fund
Symbol HDPMX Inception 10/09/1992Small Intrinsic Value Fund
Symbol HDSVX Inception 12/26/2013Small-Mid Cap Fund
Symbol HDSMX Inception 12/26/2013Pure Contrarian Fund
Symbol HDPCX Inception 09/10/2009Blue Chip Equity Income Fund
Symbol HDPBX Inception 09/10/2009
The Hodges Funds
Since 1992, the Hodges Funds have offered long only, public equity exposure from small cap to large cap, depending on the client’s need.
- The Advisor, Hodges Capital Management, was founded by Don and Craig Hodges and is based in Dallas, TX. The firm is family and employee owned and operated.
- Focused on evaluating the fundamentals of individual businesses, employing a private equity style research process that has been refined since the 1960s. We buy businesses, not stocks.
- Tried, tested, and experienced managers who are personally invested in the Hodges Funds alongside the shareholders.
Invest with Us
To invest in the Hodges Funds, please contact your financial advisor. You may also invest in the Hodges Funds directly and have your shares held by our transfer agent.
Latest News & Commentary
Estimated Capital Gains November 13, 2018
Estimated capital gains for Hodges Small Cap Fund, Hodges Small Intrinsic Value Fund, and Hodges Small-Mid Cap Fund.
Manager’s Commentary – Third Quarter 2018 Review October 22, 2018
The Hodges Funds experienced mixed relative performance in the most recent quarter as U.S. stocks advanced in defiance of higher interest rates and uncertainty surrounding international trade tensions.
Market Sell-Off? What’s the outlook for small caps? October 10, 2018
Like most periods of volatility and uncertainty, we are looking for opportunities during the current sell-off based on our own proprietary valuation work, while not ignoring macro conditions.
The Hodges Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk. Principal loss is possible. The fund invests in smaller companies, which involves additional risks such as limited liquidity and greater volatility. The Fund invests in foreign securities which involves greater volatility and political, economic and currency risks and differences in accounting methods. The fund may also make short sales of securities, which involves the risk that losses may exceed the original amount invested.
Past performance does not guarantee future results.