Craig Hodges believes that the change in the White House has unleashed the “animal spirits” of US business leaders, which is just a way of saying that there’s a renewed optimism in business and a greater willingness to invest.
Read source ArticlePerformance 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
Investors should not expect that such favorable returns can be achieved consistently.
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Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security.
Earnings growth is not a measure of the Fund’s future performance.
Investments in smaller companies involve additional risks such as limited liquidity and greater volatility than larger companies.
Hodges Fund Morningstar® rank: 1% for 1 year; 1% for 5 years; 74% for 10 years as of 3/31/2017 among 590, 462 and 339 Mid Cap Growth Funds, respectively, based on total return according to Morningstar.
Morningstar Numeric Rankings represent a fund's total return rank relative to all funds that have the same Morningstar Category. Percentile ranking is based on the total number of funds ranked and the Morningstar total return, which includes both income and capital gains or losses and is not adjusted for sales charges or redemption fees. The highest percentile rank is 1 and the lowest is 100.
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S&P 500 Total Return as of 3/31/2017 was 17.17% for 1 year, 10.37% for 3 years 13.30% for 5 years and 7.51% for 10 years.
The S&P 500 is an index of 500 stocks chosen for market size, liquidity and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe.
One cannot invest directly in an index.
Price-Earnings Ratio (P/E): A valuation ratio of a company's current share price compared to its per-share earnings.