Hodges Small Intrinsic Value Fund Retail Cl (HDSVX) Research
This fund pursues a value-oriented investment approach. Under typical market conditions, it commits a minimum of 80% of its total assets (which includes any leveraged funds used for investment) to common and preferred equity shares issued by small-capitalization companies. The fund's management considers "small-cap" entities to be those whose market value, at the moment of acquisition, falls within the range of market capitalizations represented by the Russell 2000® Value Index.
Market snapshot
- Symbol
- HDSVX
- Price
- $22.47
- Day change
- +1.63%
- Market cap
- $59.6M
- 52-week range
- 16.55-22.55
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Auer Growth (AUERX)
- Cambiar SMID Investor (CAMMX)
- Shelton Tactical Credit Fund - Investor Class (DEBTX)
- IPS Strategic Capital Absolute Return Fund Institutional Class (IPSAX)
- RiverParks Large Growth Fund Retail Shares (RPXFX)
- Selected International Fund Class D (SLSDX)
- Selected International Fund Class S (SLSSX)
- Thompson MidCap (THPMX)
Open Hodges Small Intrinsic Value Fund Retail Cl (HDSVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.