HDPBX Mutual Fund

HDPBX Mutual Fund (Hodges Blue Chip Equity Income Fund Retail Class) is managed by Hodges Capital Management with $74.5M in net assets. HDPBX expense ratio is 1.30%, holding 31 positions across sectors including Information Technology, Consumer Staples, Financials. Inception date: 2009-09-10.

HDPBX performance shows a YTD return of 8.18%. The 1-year return is 19.71% and the 5-year return is 15.58%. HDPBX dividend yield stands at 4.50%, paid quarterly.

HDPBX top holdings include Nvidia Corp. (6.6%), Walmart, Inc. (5.7%), Broadcom Inc Sr Un**exchange & Consent* (5.2%), Apple, Inc (5.1%), Citigroup Inc. (4.4%). Go to all HDPBX holdings, HDPBX sectors, or HDPBX dividends.

HDPBX can be compared against other funds. Use HDPBX overlap to find shared positions, or HDPBX vs another fund for a side-by-side view. HDPBX alternatives are available via the screener, along with tax-loss harvesting opportunities.