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Hodges Small Cap Institutional (HDSIX)

19.53 Up 0.13(0.67%) 29 Aug
Prev Close:19.40
YTD Return*:3.65%
Net Assets*:2.14B
Yield*:N/A

* As of 31-Jul-15

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HDSIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HZNP2.37N/A
LAD1.99N/A
AAL1.85N/A
CASY1.77N/A
FTNT1.68N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.14B
Category:Small Blend
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:3.65%
5y Avg Return:20.01%
Rank in Category (ytd):29
% Rank in Category (ytd):3.61%
Beta (3y):1.13
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of small capitalization ("small cap") companies. The adviser defines small cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2000® Index. View More
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