Hodges Blue Chip Equity Income Retail
HDPBX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
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Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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Price
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NAV
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Company Information
Provider
Hodges
Manager/Tenure
(Years)
(Years)
Gary M. Bradshaw (15), Craig D. Hodges (15)
Website
Address
Hodges Fund
Dallas TX - 75201
Dallas TX - 75201
Country
United States
Phone Number
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Investment Strategy
The investment seeks income and long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization income producing equity securities. It invests primarily in the stocks of large capitalization companies. The adviser defines large capitalization companies as companies whose market capitalizations, at the time of purchase, are within the range of market capitalization of companies constituting the S&P 500® Index.