| 29.16 Net Asset Value | +1.43% 1 Day | +28.57% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.49% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +14.00% | 3 years | +12.74% | |
| 3 months | +16.41% | 5 years | +0.72% | |
| 1 year | +49.92% | Since inception | +9.41% |
| HDPMX | Category | |
|---|---|---|
| Performance 5-yr return | +0.72% | +6.81% |
| Expense ratio | 1.49% | 1.27% |
| Risk 5 year sharpe ratio | 0.15 | 0.35 |
| Net assets | $146.7M | $1.4B |
| Average market cap | $2.8B | $6.2B |
| Average P/E | 17.0 | 18.1 |
| Portfolio turnover | 51% | 51% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Hodges |
| Fund manager & tenure | Donald Hodges / 20 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 28.21% |
| Energy | 22.59% |
| Media | 20.12% |
| Business service | 9.84% |
| Consumer goods | 9.44% |
| TPL Texas Pacific Land Trust | 13.10% |
| BLC Belo Corporation | 7.04% |
| LUB Luby's, Inc. | 6.94% |
| DAL Delta Air Lines Inc | 6.91% |
| CROX Crocs, Inc. | 5.31% |
| UNP Union Pacific Corp | 4.49% |
| UAL United Continental Holdings Inc | 4.35% |
| AHC A.H. Belo Corporation | 4.26% |
| KORS Michael Kors Holdings Ltd | 4.07% |
| KSU Kansas City Southern, Inc. | 3.97% |
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