HDPMX Mutual Fund

HDPMX Mutual Fund (Hodges Fund) is managed by Hodges Capital Management with $275.5M in net assets. HDPMX expense ratio is 1.18%, holding 36 positions across sectors including Information Technology, Consumer Discretionary, Industrials. Inception date: 1992-10-09.

HDPMX performance shows a YTD return of 21.87%. The 1-year return is 34.67% and the 5-year return is 12.54%. HDPMX dividend yield stands at 7.63%, paid annually.

HDPMX top holdings include Micron Technology, Inc. (7.9%), Terawulf Inc (5.9%), Sharkninja Inc (5.2%), Applied Materials, Inc. (4.3%), Texas Pacific Land Trust (3.8%). Go to all HDPMX holdings, HDPMX sectors, or HDPMX dividends.

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