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HDPBX Mutual Fund Price & Analysis

The Hodges Blue Chip Equity Income Fund (HDPBX) is a mutual fund that focuses on investing in high-quality, dividend-paying blue chip stocks. This fund aims to provide investors with a steady stream of income while also seeking long-term capital appreciation. The fund is managed by Hodges Capital Management, a reputable investment firm known for its expertise in value investing. With a diversified portfolio of established, financially stable companies, the Hodges Blue Chip Equity Income Fund offers investors a conservative yet potentially lucrative option for their investment portfolio.

HDPBX Mutual Fund Chart & Stats

Previous Close$23.23
Sub-CategoryDividend and Income
Total Liabilities106.02K
Expense Ratio1.30%
Holding Count28
Brandprofessionally managed portfolios
0.07 (0.35%)
CategoryEquity
Total Assets29.98M
Shares Outstanding1,547,313
52-Week Range$17.85 - $23.32

HDPBX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Apple Inc
7.79%
Microsoft
6.84%
Nvidia Corporation
5.66%
Deere & Company
5.43%
Exxon Mobil Corp.
5.39%
Tesla Motors
5.26%
Novo Nordisk
3.79%
Pepsico
3.72%
Texas Instruments
3.62%
Costco Wholesale Corp.
3.60%
Total51.10%

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