Hodges Fund Retail Fund Quote

HDPMX Fund  USD 67.35  2.78  4.31%   

Performance

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Odds Of Distress

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Hodges Fund is trading at 67.35 as of the 4th of May 2025; that is 4.31 percent up since the beginning of the trading day. The fund's open price was 64.57. Hodges Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund invests in common stocks of companies of any size market capitalization- small, medium or large. Hodges Fund is traded on NASDAQ Exchange in the United States. More on Hodges Fund Retail

Moving together with Hodges Mutual Fund

  0.97VIMAX Vanguard Mid CapPairCorr
  0.97VIMSX Vanguard Mid CapPairCorr
  0.97VMCPX Vanguard Mid CapPairCorr
  0.97VMCIX Vanguard Mid CapPairCorr
  0.99VEXAX Vanguard Extended MarketPairCorr
  0.99VEMPX Vanguard Extended MarketPairCorr

Moving against Hodges Mutual Fund

  0.6KO Coca ColaPairCorr

Hodges Mutual Fund Highlights

Fund ConcentrationMid-Cap Blend, Hodges (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Hodges Fund Retail [HDPMX] is traded in USA and was established 4th of May 2025. The fund is listed under Mid-Cap Blend category and is part of Hodges family. This fund currently has accumulated 155.53 M in assets under management (AUM) with minimum initial investment of 1 K. Hodges Fund Retail is currently producing year-to-date (YTD) return of 5.13%, while the total return for the last 3 years was 7.54%.
Check Hodges Fund Probability Of Bankruptcy

Instrument Allocation

Top Hodges Fund Retail Mutual Fund Constituents

NCLHNorwegian Cruise LineStockConsumer Discretionary
EXPEagle MaterialsStockMaterials
SDGRSchrodingerStockHealth Care
ROKURoku IncStockCommunication Services
SCHWCharles Schwab CorpStockFinancials
AZEKAzek CompanyStockIndustrials
FNDFloor Decor HoldingsStockConsumer Discretionary
MTDRMatador ResourcesStockEnergy
More Details

Hodges Fund Retail Risk Profiles

Hodges Fund Against Markets

Other Information on Investing in Hodges Mutual Fund

Hodges Fund financial ratios help investors to determine whether Hodges Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hodges with respect to the benefits of owning Hodges Fund security.
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