Hodges Fund Financials
| HDPMX Fund | USD 80.02 0.58 0.73% |
Hodges |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Hodges Fund Fund Summary
Hodges Fund competes with Marsico 21st, Kinetics Paradigm, Royce Smaller-companie, Polaris Global, and Wasatch Large. The fund invests in common stocks of companies of any size market capitalization- small, medium or large. The fund may engage in short-sale transactions with respect to 10 percent of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. traded stocks or security indices. The fund may also sell options and write covered put and call options.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7429351098 |
| Business Address | CO Bancorp Fund |
| Mutual Fund Family | Hodges |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 811 0224 |
| Currency | USD - US Dollar |
Hodges Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hodges Fund's current stock value. Our valuation model uses many indicators to compare Hodges Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hodges Fund competition to find correlations between indicators driving Hodges Fund's intrinsic value. More Info.Hodges Fund Retail is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Hodges Fund Retail is roughly 11.23 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hodges Fund's earnings, one of the primary drivers of an investment's value.Hodges Fund Retail Systematic Risk
Hodges Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Hodges Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Hodges Fund Retail correlated with the market. If Beta is less than 0 Hodges Fund generally moves in the opposite direction as compared to the market. If Hodges Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Hodges Fund Retail is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Hodges Fund is generally in the same direction as the market. If Beta > 1 Hodges Fund moves generally in the same direction as, but more than the movement of the benchmark.
Hodges Fund December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Hodges Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Hodges Fund Retail. We use our internally-developed statistical techniques to arrive at the intrinsic value of Hodges Fund Retail based on widely used predictive technical indicators. In general, we focus on analyzing Hodges Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Hodges Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.47 | |||
| Information Ratio | 0.1528 | |||
| Maximum Drawdown | 7.21 | |||
| Value At Risk | (1.64) | |||
| Potential Upside | 2.29 |
Other Information on Investing in Hodges Mutual Fund
Hodges Fund financial ratios help investors to determine whether Hodges Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hodges with respect to the benefits of owning Hodges Fund security.
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