HDPBX Mutual Fund (Hodges Blue Chip Equity Income Fund Retail Class) is managed by Hodges Capital Management with $72.1M in net assets. HDPBX expense ratio is 1.30%, holding 31 positions across sectors including Information Technology, Consumer Staples, Unknown. Inception date: 2009-09-10.

HDPBX performance shows a YTD return of 7.49%. The 1-year return is 22.50% and the 5-year return is 19.81%. HDPBX dividend yield stands at 4.49%, paid quarterly.

HDPBX top holdings include Nvidia Corp (6.6%), Walmart Inc Com USD0.1 (5.7%), Broadcom Inc Sr Un**exchange & Consent* (5.2%), Apple Inc (5.1%), Citibank N.A. (4.4%). View all HDPBX holdings, sector breakdown, or dividend history.

HDPBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HDPBX alternatives are available via the screener, along with tax-loss harvesting opportunities.