HDPBX Mutual Fund
HDPBX Mutual Fund
HDPBX Mutual Fund
Hodges Blue Chip Equity Income Fund Retail Class
HDPBX Mutual Fund Overview
HDPBX Mutual Fund (Hodges Blue Chip Equity Income Fund Retail Class) is managed by Hodges Capital Management with $72.5M in net assets. HDPBX expense ratio is 1.30%, holding 30 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2009-09-10.
HDPBX performance shows a YTD return of 8.18%. The 1-year return is 18.01% and the 5-year return is 15.17%. HDPBX dividend yield stands at 4.50%, paid quarterly.
HDPBX top holdings include Nvidia Corp (6.2%), Broadcom Inc (5.2%), Eli Lilly & Co. (5.0%), Apple, Inc (4.8%), Taiwan Semiconductor - Adr (4.3%). 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.