The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization equity securities that are within the range of market capitalization of companies constituting the S&P 500� Index. It may also invest up to 25% of its net assets in stocks of foreign companies which are U.S. dollar denominated and trade on a domestic national securities exchange, including ADRs, EDRs and GDRs. The fund may also invest up to 20% of its net assets in equity securities of issuers that have market capitalizations outside the defined large-cap level.
Fund filings (PDF) »
Eric Marshall (Started: Sep 10, 2009)
Gary Bradshaw (Started: Sep 10, 2009)
Donald Hodges (Started: Sep 10, 2009)
Craig Hodges (Started: Sep 10, 2009)
# Contact ?>
Hodges Fund, 2905 Maple Ave, Dallas TX 75201, United States