Hodges Mutual Funds List
Here you can find all mutual funds issued by Hodges and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Hodges
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hodges Blue Chip Equity Income Fund | Large Cap Blend Equities | Sep 10, 2009 | 1.30% | -4.51% | 15.83% | 5.17% | 50 | ||||||||
| Hodges Fund | Mid Cap Blend Equities | Oct 9, 1992 | 1.17% | -0.54% | 12.65% | 9.55% | 51 | ||||||||
| Hodges Small Cap Fund | Small Cap Blend Equities | Dec 18, 2007 | 1.36% | 5.51% | 13.67% | 7.24% | 36 | ||||||||
| Hodges Small Intrinsic Value Fund | Small Cap Value Equities | Dec 26, 2013 | 1.29% | 3.36% | 8.97% | 1.06% | 22 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years