Small Cap Fund Named to OneSource Select List
Hodges Small Cap Fund (HDPSX) was named to the third quarter 2018 Schwab Mutual Fund OneSource Select List®.
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
Small Cap Fund Named to OneSource Select List August 1, 2018
Hodges Small Cap Fund (HDPSX) was named to the third quarter 2018 Schwab Mutual Fund OneSource Select List®.
Manager’s Commentary – Second Quarter 2018 Review July 25, 2018
Relative returns for the Hodges Funds were lackluster in the recent quarter, as U.S. stocks rallied during the first half of the quarter in reponse to solid year-over-year earnings improvment only to sell off in the last couple weeks of the quarter over uncertainty surrounding international trade tensions.
Hodges Small Cap Fund Is Back on Track Kiplinger's / July 5, 2018
The Hodges Small Cap Fund seems to be making a comeback as the fund’s managers stick with their investment strategy to create a portfolio containing a mix of fast-growing and undervalued companies.
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.