HDPMX Rating, Research - Hodges

Hodges (hdpmx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 49

Threats + Weaknesses = 32

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hdpmx mutual fund has great long term potential.

Fund Management Team

Hodges Funds

Fund Description Update

Hodges (HDPMX) Description: HDPMX is a mutual fund, which is an investment that owns a basket of assets. The HDPMX mutual fund was provided by Hodges and this investment vehicle derives the majority of its value from equity holdings (stocks). Hodgess mutual fund has a long management tenure and is in the average fund size classification. HDPMXs minimum initial investment amount is $250 while the IRA minimum is $250. HDPMXs expense ratio is roughly 1%. The latest HDPMXs front end load was 0% and the back end load was 0%. The Hodges (HDPMX) mutual fund falls under the mid-cap mixed category. HDPMX focuses its investments in USA and HDPMX is not affiliated with a particular industry or fund sector. The Hodges (HDPMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HDPMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HDPMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with medium market capitalizations (which are those companies with market capitalizations similar to companies in the Russell Midcap index or the Standard & Poors MidCap 400 index). It potentially invests in companies with smaller or larger market capitalizations.


Management Analysis Update


Performance Analysis Update