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Hodges Small Cap Instl (HDSIX)

On Nov 24: 8.12 USD  Up 0.06 (0.74%)  
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 HODGES SMALL CAP FUND INSTITUTI Delayed quote dataEdit
Net Asset Value:8.12
Trade Time:Nov 24
Change:Up 0.06 (0.74%)
Prev Close:8.12
YTD Return*:31.38%
Net Assets*:220.00K
Yield*:N/A
* As of 31-Oct-09
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 FUND BASICS31-Oct-09
Morningstar Overall Rating:N/A
Total Assets:220.00K
Category:Small Blend
Total Expense Ratio:1.18%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:31.38%
5y Avg Return:N/A
Rank in Category (ytd):70
% Rank in Category (ytd):10.92%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets (plus any borrowings for investment purposes) in the stocks of small-cap companies with a maximum market capitalization at the time of purchase no greater than the capitalization of companies within the Russell 2000 index. It may invest up to 25% of net assets in equity securities of foreign issuers including through American Depositary Receipts.
Fund Profile


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