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.
- NAV / 1-Day Return 17.78 / 0.51 %
- Total Assets 27.7 Mil
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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.