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Hodges Blue Chip Equity Income Retail HDPBX

Quantitative rating as of
  • NAV / 1-Day Return 17.78  /  0.51 %
  • Total Assets 27.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.62%
  • Turnover 79%

Morningstar’s Analysis HDPBX

Will HDPBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



Hodges Blue Chip Equity Income Retail's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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