HodgesHDPMX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

It is feast or famine with Hodges.

The father-and-son team that runs this fund has shown their investment style can land them both squarely ahead of the pack or leave them well behind. Prior to this point, 1999 and 2000 was the last time the fund had Read more

Kudos

Seasoned managers.

Still has above-average long-term record even with 2008's losses.

Unusual contrarian strategy. Read more

Risks

Extreme volatility.

Above-average expenses.

Even though this isn't formally labeled as a socially conscious fund, management may make buy/sell decisions on social grounds. Read more

Strategy

Managers Don and Craig Hodges look for companies with above-average growth prospects, but they spread the fund's assets among steady growers, overlooked firms, and more-speculative plays. They prefer Read more

Management

This go-anywhere offering is managed by the father-and-son team of Don and Craig Hodges. Don Hodges is a veteran investor who has run this fund since its October 1992 inception. He was joined by his son Craig in 1999. They are supported by three analysts. Read more

Inside Scoop

This fund is run by the father-and-son team of Don and Craig Hodges; father Don has been in charge since its inception in the early 1990s. They focus on growth stocks, but Read more

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