HDSVX Mutual Fund

HDSVX Mutual Fund (Hodges Small Intrinsic Value Fund Retail Class) is managed by Hodges Capital Management with $52.2M 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 18.32%. The 1-year return is 25.97% and the 5-year return is 7.47%. HDSVX dividend yield stands at 0.92%, paid annually.

HDSVX top holdings include Academy Sports And Outdoorsi Nc . (5.9%), Banc Of California Inc (4.6%), Bank Ozk (3.5%), Texas Capital Bancshares Inc (3.3%), Eagle Materials Inc (3.3%). Go to all HDSVX holdings, HDSVX sectors, or HDSVX dividends.

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