Craig Hodges sees opportunities in small-cap companies that are often overlooked. He shares his insight on specific stocks and why he thinks the gap in performance could close between small and large cap stocks.Watch source Interview
Past performance is not a guarantee of future results. Index performance is not illustrative of fund performance. Please click here for fund performance.
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 forlonger-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.
Earnings growth is not representative of the fund’s future performance.
Click here for the most recent Hodges Small Cap Fund holdings.
Click here for the most recent Hodges Fund holdings.
Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Dow Jones Industrial Average ("Dow") is an unmanaged index of common stocks comprised of major industrial companies and assumes reinvestment of dividends.
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.
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.
S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance.
One cannot invest in an index.
Exchange-traded fund (ETF) is a basket of securities that tracks an underlying index. ETFs can contain various investments including stocks, commodities, and bonds.
FANG is the acronym for four high-performing technology stocks in the market – Facebook, Amazon, Netflix and Google (now Alphabet, Inc.).