Hodges Fund a series of Professionally Managed Portfolios (HDPMX) Research
The Hodges Fund strategically allocates its investments to the common stocks of companies across the full market capitalization range, encompassing small, medium, and large enterprises. The fund maintains the flexibility to engage in short-sale transactions, though such positions are capped at 25% of its net assets. Additionally, the portfolio may hold highly liquid money market instruments. On an opportunistic basis, it has the discretion to purchase put and call options linked to U.S. equity markets or security indices. The fund is also authorized to sell options, specifically employing the strategy of writing "covered" put and call options.
Market snapshot
- Symbol
- HDPMX
- Price
- $103.32
- Day change
- +2.74%
- Market cap
- $268.0M
- 52-week range
- 71.64-103.32
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Bridgeway Large Cap Value Fund R5 Class (BRLVX)
- American Beacon Bridgeway Large Cap Value Fund Investor Class (BWLIX)
- CRM Small/Mid Cap Value Inv (CRMAX)
- Ashmore Emerging Markets Equity Fund - Class A (EMEAX)
- Ashmore Emerging Markets Equity Fund - Institutional Class (EMFIX)
- Palm Valley Capital Fund Investor Class (PVCMX)
- Royce Small-Cap Value Fund - Service Class (RYVFX)
- Sit Dividend Growth Fund Class I (SDVGX)
Open Hodges Fund a series of Professionally Managed Portfolios (HDPMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.