Eric Marshall sees continued improvement in the market, especially among small-cap domestic companies. He thinks the market pullback creates opportunities for those who focus on individual company fundamentals.Watch source Interview
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.
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Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Earnings growth is not representative of the fund’s future holdings.
Dow Jones Industrial Average ("Dow") is an unmanaged index of common stocks comprised of major industrial companies and assumes reinvestment of dividends.
The KBW Bank Index, developed by financial sector specialist investment bankKeefe, Bruyette and Woods, includes 24 bankingstocks. The stocks represent large U.S. national money center banks, regional banks, and thrift institutions. The KBW Bank Indexis a benchmark stock indexfor the bankingsector.
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.
Small-cap stocks are typically measured by the Russell 2000 Index which consists of the smallest 2,000 companies in a group of 3,000 U.S. companies in the Russell 3000 Index, as ranked by market capitalization and serves as a benchmark for small-cap stocks in the United States.
S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance.
You cannot invest directly in an index.
Definitions of Terms
The Comprehensive Capital Analysis and Review (CCAR) is an annual exercise by the Federal Reserve to ensure that institutions have well-definedand forward-looking capital planning processes that account for their unique risks and sufficient capital to continue operations through times of economic and financial stress.
Companies cannot guarantee that they will always be able to pay or increase their dividend payments.