Hodges Blue Chip Equity Income Fund (HDPBX)
Hodges Blue Chip Equity Income Fund operates in the Asset Management - Income industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $29.85, up 0.74% on the session, giving a market capitalisation of $62.3M. Its beta of 1.03 implies it has historically moved more than the broad market.
The Hodges Blue Chip Equity Income Fund allocates at least 80% of its total investment capital (which includes both net assets and any borrowed funds) to income-generating equity securities issued by major corporations. The fund primarily targets the common stock of these large-capitalization companies. According to the adviser's criteria, a "large-cap" company is defined by having a market valuation at the time of acquisition that falls within the typical range of companies comprising the S&P 500® Index.
Hodges Blue Chip Equity Income Fund is most often compared with the following Financial Services names: