HDSAX Mutual Fund

HDSAX Mutual Fund (Hodges Small Cap Growth Fund Class A) is managed by Hodges Capital Management with $35.34 in net assets. HDSAX expense ratio is 1.24%, holding 47 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2025-07-29.

HDSAX performance shows a YTD return of 24.31%. The 1-year return is 36.82%. HDSAX dividend yield stands at 5.98%, paid annually.

HDSAX 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 HDSAX holdings, HDSAX sectors, or HDSAX dividends.

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