Focused on finding hidden opportunities, Craig Hodges shares his opportunistic view on the current marketplace and what sectors they are currently investing in.Watch source Interview
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
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.
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 assure a profit, nor does it protect against a loss in a declining market.
Earnings growth is not a measure of the Fund’s future performance.
The HDPMX Fund returned 26.65% for the period 12/31/2015 through 8/24/2016 and 25.35% from 12/31/2015 through 8/30/2016.
S&P 500 Index Performance as of 12/31/16: 1 year: 11.96%, 3 year: 8.87%, 5 year: 14.66%, Since Inception (12/18/07): 9.51%.
The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as a representative of the equity market in general.
Definitions of Terms:
PRASM (Passenger Revenue per Available Seat Mile) : A unit of measurement that is used to compare the efficiency of various airlines. It is obtained by dividing operating income by available seat miles (ASM). Generally, the higher the PRASM, the more profitable the airline in question. Revenue is represented in cents and is not solely limited to ticket sales.