Eric Marshall sees a lot of opportunities in small-cap stocks, which he believes are very diverse and should be looked at on a case-by-case basis.Watch source Interview
Performance data quoted represents past performance and 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. Performance data current to the most recent month end may be obtained by calling 1-866-811-0224, or visiting www.hodgesfunds.com. The fund imposes a 1.00% redemption fee on shares held less than 30 days. Performance data does not reflect the redemption fee. If reflected, total returns would be reduced.
Click here for the Hodges Small Cap Fund performance for the most recent quarter- and calendar year-end.
Click here for the Hodges Fund performance for the most recent quarter- and calendar year-end.
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. 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. Please refer to the prospectus for more information.
Diversification does not assure a profit, nor does it protect against a loss in a declining market.
Click here for the most recent Hodges Small Cap Fund holdings.
Click here for the most recent Hodges Fund holdings.
Earnings growth is not a measure of the Fund’s future performance.
Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Dow Jones Industrial Average ("Dow") is an unmanaged index of common stocks comprised of major industrial companies and assumes reinvestment of dividends.
NASDAQ Composite Index is a market capitalization-weighted index that is designed to represent the performance of the National Market System which includes over 5,000 stocks traded only over-the-counter and not on an exchange.
S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance. There are 11 main sectors, a broad grouping of companies that have similar economic characteristics, that make up the index: Consumer Discretionary, Consumer Staples, Energy, Financials, Health, Industrials, Materials, Real Estate, Technology, Telecom, and Utilities.
It is not possible to invest directly in an index.
Definitions of Terms
EBITDA stands for Earnings Before Interest, Taxes, Depreciation and Amortization. EBITDA is essentially net income with interest, taxes, depreciation, and amortization added back to it, and can be used to analyze and compare profitability between companies and industries because it eliminates the effects of financing and accounting decisions.
USG (United States Gypsom Company) is a manufacturer of building products.