Hodges Funds List | Morningstar

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Hodges Funds List

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1 to 5 of 5 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Hodges Blue Chip Equity Income Retail	HDPBX	Large Blend			12.63%	9	1.300%	High	No Load	$1,000
Hodges Small Intrinsic Value Retail	HDSVX	Small Value			2.47%	68	1.290%	Above Average	No Load	$1,000
Hodges Small Cap Institutional	HDSIX	Small Blend			9.92%	4	1.150%	High	Institutional	$1.0 Mil
Hodges Small Cap Retail	HDPSX	Small Blend			9.24%	5	1.400%	High	No Load	$1,000
Hodges Retail	HDPMX	Mid-Cap Blend			5.64%	77	1.180%	Above Average	No Load	$1,000

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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