Eric Marshall shares his five favorite stocks for 2018. He thinks that these small and midsize stocks have the potential to benefit from the new tax law.Read source Article
Past performance does not guarantee future results.
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.
Earnings growth is not representative of the fund’s future performance.
Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security.
Click here for holdings in the Hodges Fund as of most recent quarter-end.
Nothing contained on this communication constitutes tax, legal, or investment advice. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.
Dividends are estimates and not guaranteed.
As of 12/31/17, Hodges Fund returns were: 1-year: 13.83%, 5-year: 18.90%, 10-year: 7.12%, Since Inception (10/9/1992): 10.60%; S&P 500 returns were: 1-year: 21.83%, 5-year: 15.79%, 10-year: 8.50%, Since 10/1/1992: 7.69%.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Click here for standardized performance. Performance data current to the most recent month end may be obtained by calling 1-866-811-0224.
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.
Definition of Terms:
Dividend Yield is a ratio indicating how much a company pays out in dividends each year relative to its share price. Dividend yield is represented as a percentage and can be calculated by dividing the dollar value of dividends paid in a given year per share of stock held by the dollar value of one share of stock.
Yield is the income return on an investment and refers to the interest or dividends received from a security; is usually expressed annually as a percentage based on the investment's cost, its current market value or its face value.