Gary Bradshaw is optimistic about the market and thinks it’s time to play offense. With strong consumer and corporate confidence, he believes we’re in the midst of a correction and potential upcoming catalysts could make the market rally into the end of the year.Watch source Interview
Mutual fund investing involves risk. Principal loss is possible. The Funds may invest in small- and medium-capitalization companies, which involve additional risks such as limited liquidity and greater volatility. Investments in foreign securities and emerging markets involve greater volatility and political, economic and currency risks and differences in accounting methods. The use of options and future contracts have special risks such as unlimited losses of the underlying holdings due to unanticipated market movements and failure to correctly predict the direction of securities prices, interest rates and currency exchange rates. Funds that make short sales of securities involve the risk that losses may exceed the original amount invested. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Funds that are non-diversified are more exposed to individual stock volatility than a diversified fund. Investments in companies that demonstrate special situations or turnarounds, meaning companies that have experienced significant business problems but are believed to have favorable prospects for recovery, involve greater risk. While the Hodges Funds are no-load, management and other expenses still apply. Please refer to the prospectus for more information.
Earnings growth is not representative of the fund’s future performance.
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Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Definitions of Terms and Indices
Dow Jones Industrial Average ("Dow") is an unmanaged index of common stocks comprised of major industrial companies and assumes reinvestment of dividends.
The Russell 2000 index serves as a benchmark for small-cap stocks in the United States that measures the performance of approximately 2,000small-cap companies in the Russell 3000 Index, which is made up of 3,000 of the biggest U.S. stocks.
S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance.
It is not possible to invest directly in an index.
Cash flow is the net amount of cash and cash-equivalents being transferred into and out of a business.
FANG is the acronym for four high-performing technology stocks in the market– Facebook, Amazon, Netflix and Google (now Alphabet, Inc.).
The G20 is an informal group of 19 countries and the European Union, with representatives of the International Monetary Fund and the World Bank.