Latest News!Company Spotlight5-Point AdvantageFund Performance
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MANAGER MARKET COMMENTARY JUNE 2009...
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HODGES CAPITAL MANAGEMENT ADVISOR
CONFERENCE CALL... |
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VIDEO: DON HODGES ADDRESSES
CURRENT MARKET ENVIRONMENT... |
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MARKETWATCH INTERVIEW; RADIO PODCAST...
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 RESEARCH: Our job is to ask questions, to separate hype from reality. We look for companies that can grow earnings. We also look for honest management. EXPERIENCE: Our father-son team includes Don Hodges, who has been in the business since 1960 and Craig Hodges, who started his career in 1986. PERSPECTIVE: Our co-managers and their team bring a broad perspective to our decision- making process. Market experience over several decades adds perspective to our stock picks. FLEXIBILITY: Flexibility enables the co-managers to seek opportunities worthy of investment, regardless of sector or size. Thus we are able to take advantage of rapidly changing trends in the marketplace. ACTION: We don’t have bureaucracy. We can identify attractive investments and make decisions and act on a timely basis. These 5 points along with active management, common sense, and ethical values are what makes the Hodges Fund different. |
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| Performance Quarter End 6-30-09 |
| 1 Year |
-47.07%
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| 3 Year* |
-15.70%
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| 5 Year* |
-2.23%
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| 10 Year* |
-0.27%
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| INCEPTION 10-09-92 |
7.30%
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| Expense Ratio: 1.37% |
*Annualized
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Daily Fund Performance
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Updated
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NAV
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Change
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YTD
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July 1, 2009
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$13.89
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$0.10
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1.54%
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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-866-811-0224. The fund imposes a 2.00% redemption fee on shares held less than 3 months. Performance date does not reflect the redemption fee. If reflected, total returns would be reduced.
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