Hodges

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 5 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.30%
TTM Yield
0.5%
3yr Sharpe
0.45
YTD Return
-2.4%
3yr Return
40.2%
1yr Return
16.5%
Total Assets
$43M
6M Money Flow
$3M
Mid-Cap Blend
Expense Ratio
1.18%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-4.0%
3yr Return
17.5%
1yr Return
3.0%
Total Assets
$174M
6M Money Flow
-$3M
Small Blend
Expense Ratio
1.36%
TTM Yield
0.0%
3yr Sharpe
-0.04
YTD Return
-9.7%
3yr Return
12.5%
1yr Return
0.0%
Total Assets
$153M
6M Money Flow
-$15M
Small Value
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-11.7%
3yr Return
-4.6%
1yr Return
-14.2%
Total Assets
$55M
6M Money Flow
-$307K
Small Value
Expense Ratio
1.29%
TTM Yield
0.1%
3yr Sharpe
-0.30
YTD Return
-10.3%
3yr Return
-3.3%
1yr Return
-11.6%
Total Assets
$54M
6M Money Flow
-$525K