Hodges

Statistics as of Apr 04, 2025

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Found total of 5 distinct funds
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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 Return ▼1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.30%
TTM Yield
0.6%
3yr Sharpe
0.45
YTD Return
-15.1%
3yr Return
21.0%
1yr Return
2.5%
Total Assets
$38M
6M Money Flow
$3M
Small Blend
Expense Ratio
1.36%
TTM Yield
0.0%
3yr Sharpe
-0.04
YTD Return
-22.3%
3yr Return
-3.2%
1yr Return
-14.1%
Total Assets
$134M
6M Money Flow
-$15M
Mid-Cap Blend
Expense Ratio
1.18%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-20.9%
3yr Return
-4.0%
1yr Return
-14.8%
Total Assets
$145M
6M Money Flow
-$3M
Small Value
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-20.8%
3yr Return
-14.4%
1yr Return
-21.8%
Total Assets
$49M
6M Money Flow
-$307K
Small Value
Expense Ratio
1.29%
TTM Yield
0.1%
3yr Sharpe
-0.30
YTD Return
-20.9%
3yr Return
-14.6%
1yr Return
-21.9%
Total Assets
$49M
6M Money Flow
-$525K