HDSIX Mutual Fund

HDSIX Mutual Fund (Hodges Small Cap Growth Fund Institutional Class) is managed by Hodges Capital Management with $42.7M in net assets. HDSIX expense ratio is 0.99%, holding 47 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2008-12-12.

HDSIX performance shows a YTD return of 27.78%. The 1-year return is 37.09% and the 5-year return is 10.42%. HDSIX dividend yield stands at 5.45%, paid annually.

HDSIX 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 HDSIX holdings, HDSIX sectors, or HDSIX dividends.

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