2021 Estimated Capital Gains
Estimated capital gains for Hodges Fund, Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small Intrinsic Fund.
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
2021 Estimated Capital Gains November 15, 2021
Estimated capital gains for Hodges Fund, Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small Intrinsic Fund.
Manager's Commentary - Third Quarter 2021 Review October 18, 2021
The third quarter of 2021 proved to be a choppy quarter for U.S. equity markets as stocks consolidated gains from the first half of 2021. Despite a challenging third quarter, most of our mutual fund strategies maintained meaningful outperformance relative to their respective benchmarks on a year-to-date basis.
The Case for Small Caps CNBC / September 7, 2021
Eric Marshall, The Hodges Small Cap Fund co-portfolio manager, joins ‘Power Lunch’ to discuss why he says now is the time to own small caps.
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.