With Financial Advisor
Our mutual funds are may be purchased through financial advisors or third parties.
Please contact your personal financial advisor to learn which of our Funds are best suited for your investment goals.
Applications
Hodges Funds Applications
Retail Class Application
After you have carefully read the [FILE '26']prospectus[/FILE], you may download an application.
Insitutional Class I Application
After you have carefully read the [FILE '27']prospectus[/FILE], you may download an application.
IRA's
If you are interested in an IRA, carefully read the [FILE '28']prospectus[/FILE], then carefully read the IRA disclosure before filling out an application or an IRA transfer.
Coverdell Application
IRA Application
IRA Disclosure
IRA Transfer Form
XBRL RISK/Return XML files
- Small Cap Fund Download File
- Hodges Fund Download File
- Blue Chip Equity Income Fund Download File
- Small Intrinsic Value Fund Download File
- Small-Mid Cap Fund Download File