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.
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.
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.
IRA Transfer Form