Hodges Small Financials
| HSVIX Fund | 17.86 0.06 0.33% |
Hodges |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Hodges Small Fund Summary
Hodges Small competes with Hodges Small, Hodges Blue, Hodges Fund, and Hodges Small. The fund manager employs a value strategy and invests, under normal market conditions, at least 80 percent of its net assets in common and preferred stocks of small capitalization companies. The adviser defines small cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2000 Value Index.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Hodges |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 966 4354 |
Hodges Small Key Financial Ratios
Hodges Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hodges Small's current stock value. Our valuation model uses many indicators to compare Hodges Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hodges Small competition to find correlations between indicators driving Hodges Small's intrinsic value. More Info.Hodges Small Intrinsic is rated # 4 fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 13.70 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hodges Small's earnings, one of the primary drivers of an investment's value.Hodges Small Intrinsic Systematic Risk
Hodges Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Hodges Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Hodges Small Intrinsic correlated with the market. If Beta is less than 0 Hodges Small generally moves in the opposite direction as compared to the market. If Hodges Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Hodges Small Intrinsic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Hodges Small is generally in the same direction as the market. If Beta > 1 Hodges Small moves generally in the same direction as, but more than the movement of the benchmark.
Hodges Small July 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Hodges Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Hodges Small Intrinsic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Hodges Small Intrinsic based on widely used predictive technical indicators. In general, we focus on analyzing Hodges Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Hodges Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.21 | |||
| Information Ratio | 0.0868 | |||
| Maximum Drawdown | 7.28 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 2.87 |
Other Information on Investing in Hodges Mutual Fund
Hodges Small financial ratios help investors to determine whether Hodges Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hodges with respect to the benefits of owning Hodges Small security.
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