Craig Hodges, CIO, discusses the state of the airline sector and where the opportunities are for investors.Watch source Interview
Click here for the most recent Hodges Fund holdings.
Click here for the most recent Hodges Small Cap Fund holdings.
Click here for the most recent Hodges Small Intrinsic Value Fund holdings.
Click here for the most recent Hodges Small-Mid Cap Fund holdings.
Click here for the most recent Hodges Pure Contrarian Fund holdings.
Click here for the most recent Hodges Blue Chip Equity Income Fund holdings.
Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security.
Diversification does not assure a profit, nor does it protect against a loss in a declining market.
Past performance does not guarantee future results. Index Performance is not indicative of fund performance. To obtain fund performance click here.
Definitions of Terms:
Price-Earnings Ratio (P/E): A valuation ratio of a company's current share price compared to its per-share earnings.
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.
The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the Nasdaq.
The Nasdaq is a computerized system that facilitates trading and provides price quotations on more than 5,000 of the more actively traded over the counter stocks. Created in 1971, the Nasdaq was the world's first electronic stock market.
One cannot invest directly in an index.
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.