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 866-811-0224, or visiting www.hodgesfund.com. The fund imposes a 1.00% redemption fee on shares held less than 30 days. Performance data quoted does not reflect the redemption fee. If reflected, total returns would be reduced.
Click here for the Hodges Fund performance for the most recent quarter- and calendar year-end. The Hodges Fund seeks long-term capital appreciation.
Click here for Hodges Pure Contrarian Fund performance for the most recent quarter and calendar year-end. The Hodges Pure Contrarian Fund seeks long-term capital appreciation.
Earnings growth is not a measure of the Fund's future performance.
Past performance does not guarantee future results.
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 guarantee a profit or protect from loss in a declining market.
IBD Composite Rating gives an instant overview of a stock. It combines the EPS Rating, Relative Price Strength Rating, SMR (Sales + Margin + Return On Equity) Rating and Accumulation-Distribution Rating as well as recent price action into one gauge. It points a finger toward stocks with strong characteristics.
The Composite Rating is just a starting point that identifies stocks worthy of deeper investigation. Even a best-possible Composite Rating of 99 (1 is the lowest) is never a buy recommendation — at any time.
Definitions of Terms:
Earnings Per Share (EPS): the portion of a company's profit allocated to each outstanding share of common stock. Earnings per share serves as an indicator of a company's profitability.
The Funds may invest in small- and medium-capitalization companies, which involve additional risks such as limited liquidity and greater volatility than large-capitalization companies. 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 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.