HDPBX Mutual Fund

HDPBX Mutual Fund (Hodges Blue Chip Equity Income Fund Retail Class) is managed by Hodges Capital Management with $72.0M in net assets. HDPBX expense ratio is 1.30%, holding 31 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 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 (6.2%), Broadcom Inc (5.2%), Eli Lilly & Co. (5.0%), Apple, Inc (4.8%), Taiwan Semiconductor Manufacturing Co Ltd (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.