Hodges Blue Chip Equity Income Fund (HDPBX) Research
The Hodges Blue Chip Equity Income Fund allocates at least 80% of its total investment capital (which includes both net assets and any borrowed funds) to income-generating equity securities issued by major corporations. The fund primarily targets the common stock of these large-capitalization companies. According to the adviser's criteria, a "large-cap" company is defined by having a market valuation at the time of acquisition that falls within the typical range of companies comprising the S&P 500® Index.
Market snapshot
- Symbol
- HDPBX
- Price
- $30.17
- Day change
- +0.47%
- Market cap
- $64.5M
- 52-week range
- 19.96-30.17
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Fidelity Managed Retirement 2025 Fund (FIXRX)
- Nuveen Multi-Market Income Fund (JMM)
- Janus Henderson Absolute Return Income Opportunities Fund (JUCAX)
- Janus Henderson Absolute Return Income Opportunities Fund (JUCIX)
- Janus Henderson Absolute Return Income Opportunities Fund (JUCNX)
- Janus Henderson Absolute Return Income Opportunities Fund (JUCRX)
- Janus Henderson Absolute Return Income Opportunities Fund (JUCSX)
- Matrix Advisors Dividend Fund (MADFX)
Open Hodges Blue Chip Equity Income Fund (HDPBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.