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HDPMX Hodges Retail

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Fund HDPMX Hodges Retail
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Similarity
?
100%
Annual Fees
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$139.42
(1.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$34,612.62
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 11.16%
3 YR 7.20%
5 YR 15.18%
10 YR 5.79%
Description
The investment seeks long-term capital appreciation. The fund invests in common stocks of companies of any size market capitalization- small, medium or large. Although not a primary investment strategy, the fund may engage in short-sale transactions with respect to 25% of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. traded stocks or security indices. The fund may also sell options and write "covered" put and call options.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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