HDSVX Mutual Fund (Hodges Small Intrinsic Value Fund Retail Class) is managed by Hodges Capital Management with $54.0M in net assets. HDSVX expense ratio is 1.27%, holding 45 positions across sectors including Consumer Discretionary, Financials, Industrials. Inception date: 2013-12-26.

HDSVX performance shows a YTD return of 21.39%. The 1-year return is 35.63% and the 5-year return is 7.81%. HDSVX dividend yield stands at 0.89%, paid annually.

HDSVX top holdings include Academy Sports Outdoors Inc (5.9%), Banc Of California Inc (4.6%), Bank Ozk Inc. (3.5%), Texas Capital Bancshares Inc (3.3%), Eagle Materials Inc (3.3%). View all HDSVX holdings, sector breakdown, or dividend history.

HDSVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HDSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.