Hodges Small Cap Fund (HDPSX) Research

Ordinarily, the Hodges Small Cap Fund allocates a minimum of 80% of its net assets (inclusive of any borrowed funds for investment) to equity securities issued by small-capitalization (small-cap) companies. The fund's adviser determines a company to be small-cap if its market capitalization, at the time of acquisition, aligns with the range typically represented by businesses in the Russell 2000® Index.

Market snapshot

Symbol
HDPSX
Price
$26.85
Day change
+1.82%
Market cap
$167.5M
52-week range
15.8-26.85
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Buffalo Large Cap Fund (BUFEX)
  • Allspring C&B Large Cap Value Fund (CBLSX)
  • Dunham International Stock Fund (DAINX)
  • PGIM Quant Solutions Mid-Cap Value Fund Class Z (SPVZX)
  • WesMark Small Company Fund (WMKSX)

Open Hodges Small Cap Fund (HDPSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.