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No-Load Fund Profile: The Hodges Fund

Ken Hoover profiles the no-load, mid-cap blend, Hodges Fund (HDPMX), in this article from Investor's Business Daily via Yahoo Finance. He says "The fund is on a hot streak that began with an 80.2% gain in 2003. It was up 5.02% this year going into Monday vs. 1.06% for the S&P 500. Hodges Fund's three-year average annual return was 39.4%, compared with 13.85% for the S&P 500. The five-year average annual gain was 14.18% vs. 0.42% for the S&P." Hoover added that "The Hodgeses divide the fund into three parts. In one, they put what they consider core growth names.. In a second, they put beaten down value plays... The third basket is reserved for high P-E ratio, high growth-rate stocks..." Current funds holdings and more management strategies can also be found in the original article.