Hodges Blue Chip Equity Income Retail Fund (HDPBX)

Overview

The fund specializes in investing a minimum of 80% of its net assets, which includes borrowed sums specifically for investment purposes, into large-capitalization income-producing equity securities. With a focus on stocks from large-capitalization companies, the fund positions itself within a specific segment of the market. The adviser to the fund defines large-capitalization companies as those whose market capitalizations fall within the range of those making up the S&P 500® Index at the time of acquisition. This focus reflects a strategy aimed at leveraging the potential stability and growth of established companies within the leading market index.

Products and Services

• Large Capitalization Income Producing Equity Securities

  This investment avenue offers participants exposure to equity securities of large-sized companies that have the potential to generate income. By concentrating on entities that are substantial in market capitalization, the fund aims to provide a balanced mix of income generation and capital appreciation. This strategy is particularly aimed at investors looking for a stake in established companies that are typically less volatile than their smaller counterparts.

• Investment in S&P 500® Index Constituents

  The fund's strategy includes the primary investment in stocks from large-capitalization companies that are part of the S&P 500® Index. This investment preference is designed to tap into the growth and earnings potential of leading companies within the United States. The alignment with the S&P 500® Index means investors are indirectly benefiting from the index’s performance through a diversified portfolio that mirrors a segment of its constituents, positioning the fund as a vehicle for targeted yet diversified equity exposure.