Hodges Small Cap Instl
Mk-wi-t4 777 East Wisconsin Avenue Milwaukee WI 53202
Phone: 866-811-0224
| Category: | Small Blend | | Fund Family: | Hodges | | Net Assets: | 250.00K | | Year-to-Date Return: | -3.47% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Dec-08 |
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Craig D. Hodges
Lead Manager since
18-Dec-07 | | | Hodges has been a portfolio manager with the Hodges Capital Management Inc. since 1999.He has 22 years of experience in the investment industry and currently the president of the Advisor. Hodges was a founder and is president of First Dallas Securities, where he has managed individual and institutional investment portfolios. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $25,000,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets (plus any borrowings for investment purposes) in the stocks of small-cap companies with a maximum market capitalization at the time of purchase no greater than the capitalization of companies within the Russell 2000 index. It may invest up to 25% of net assets in equity securities of foreign issuers including through American Depositary Receipts. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 96.31% |
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| Expense | HDSIX | Category
Avg | | Total Expense Ratio: | 1.18%
| 1.53% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.41% | | 3 Yr Expense Projection*: |
$368 | $629 | | 5 Yr Expense Projection*: |
$636 | $1,005 | | 10 Yr Expense Projection*: |
$1,400 | $2,021 |
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0.15 (1.82%)
