HDPSX Mutual Fund

HDPSX Mutual Fund (Hodges Small Cap Growth Fund Retail Class) is managed by Hodges Capital Management with $155.8M in net assets. HDPSX expense ratio is 1.24%, holding 47 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2007-12-18.

HDPSX performance shows a YTD return of 27.64%. The 1-year return is 36.82% and the 5-year return is 10.15%. HDPSX dividend yield stands at 5.98%, paid annually.

HDPSX top holdings include Matador Resources Co (6.8%), Terawulf Inc (4.5%), Digitalocean Holdings Inc (4.3%), Texas Pacific Land Trust (4.0%), Eagle Materials Inc (3.5%). Go to all HDPSX holdings, HDPSX sectors, or HDPSX dividends.

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