Since 1992, the Hodges Funds have offered long only, public equity exposure from small cap to large cap, depending on the client’s need.
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.
Director of Research and Portfolio Manager, Eric Marshall, CFA, discusses the hidden potential benefits for active managers associated with the proliferation of the ETF business.
Hodges Funds has voluntarily lowered the fees an investor pays to invest in the fund, effective April 1, 2017.
The most recent quarter provided more angst than returns for the Hodges Funds, as stocks bounced around in a fairly tight range for much of 1Q17.
Eric Marshall favors infrastructure stocks whether or not President Trump’s plan to rebuild roads, bridges and airports across the U.S. passes. He says it doesn’t matter who is in office; the U.S. is long overdue for infrastructure spending.
* Active investing has higher management fees because of the manager’s increased level of involvement while passive investing has lower management and operating fees. Investing in both actively and passively managed mutual funds involves risk and principal loss is possible. Both actively and passively managed mutual funds generally have daily liquidity. There are no guarantees regarding the performance of actively and passively managed mutual funds. Actively managed mutual funds may have higher portfolio turnover than passively managed funds. Excessive turnover can limit returns and can incur capital gains.
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.
The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as a representative of the equity market in general.
One cannot invest directly in an index.
Past performance does not guarantee future results.