Mutual Funds

Hodges Funds

Exchange Hours Website
9:30 - 15:59 ET hodgesfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
HODGES FUND HDPMX USD 1,000 USD 1,000 Stock N/A RETAIL Yes
HODGES SMALL CAP FUND HDPSX USD 1,000 USD 1,000 Stock N/A RETAIL Yes
HODGES BLUE CHIP 25 FUND HDPBX USD 1,000 USD 1,000 Stock N/A RETAIL Yes
HODGES SMALL CAP FUND HDSIX USD 1,000,000 USD 1,000,000 Stock N/A INSTITUTIONAL Yes
HODGES SMALL INTRINSIC VALUE FUND HDSVX USD 1,000 USD 1,000 Stock N/A RETAIL Yes
HODGES FUND HDPMX USD 1,000 USD 0 N/A N/A RETAIL Yes
HODGES BLUE CHIP EQUITY UNCOME FUND HDPBX USD 1,000 USD 0 N/A N/A RETAIL Yes

Notes:

  1. Advisor minimums may be lower.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport