Midsize company mutual funds fared very well in 2016; see how Hodges Fund fared among its peers.Read source Article
Past performance does not guarantee future results.
The fund invests in smaller companies, which involves additional risks such as limited liquidity and greater volatility. Investments in foreign securities 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 are non-diversified are more exposed to individual stock volatility than a diversified fund.
Click here for the Hodges Fund performance for the most recent quarter- and calendar year-end. The Hodges Fund seeks long-term capital appreciation.
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. 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.