Eric Marshall believes the market pullback is healthy and provides buying opportunities, especially in areas like energy, materials and technology.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.
Click here for the most recent Hodges Small Cap Fund holdings.
Click here for the most recent Hodges Fund holdings.
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.
Index & Terms Definitions
Russell 2000 Index 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.
You cannot invest directly in an index.
Cash flow measures the cash generating capability of a company, calculated by subtracting total liabilities from total assets.
Gross Domestic Product (GDP) is the monetary value of all the finished goods and services produced within a country's borders in a specific time period, usually calculated on an annual basis.