Hodges Small Cap Fund (HDPSX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.32: the stock has moved about 32% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerHodges Small Cap Fund (HDPSX) trades at $25.70. Hodges Small Cap Fund (HDPSX) focuses on investing in small-cap companies, mirroring the Russell 2000® Index. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for HDPSX: HDPSX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Hodges Small Cap Fund (HDPSX) Financial Services Profile
Hodges Small Cap Fund (HDPSX) is an asset management firm specializing in small-cap investments, targeting companies aligned with the Russell 2000® Index. With a market cap of $0.17 billion and a beta of 1.32, the fund seeks capital appreciation through strategic stock selection in the small-cap sector, without offering dividend payouts.
What Is the Investment Thesis for HDPSX?
Hodges Small Cap Fund (HDPSX) presents a focused investment opportunity within the small-cap equity space. With a market capitalization of $0.17 billion and a beta of 1.32, the fund offers exposure to a segment of the market often characterized by higher growth potential but also increased volatility. The fund's strategy of mirroring the Russell 2000® Index provides a benchmark for performance and a diversified approach to small-cap investing. A key value driver is the potential for capital appreciation through strategic stock selection within the small-cap universe. The absence of dividend payouts allows the fund to reinvest earnings, potentially accelerating growth. However, investors may want to evaluate the risks associated with small-cap investing, including market volatility and liquidity concerns. The fund's performance is also subject to the expertise of its investment advisor and their ability to identify and capitalize on investment opportunities within the small-cap market.
Based on FMP financials and quantitative analysis
HDPSX Key Highlights
Market Cap: $0.17B indicating the fund's size and scope within the asset management industry.
- Beta: 1.32 suggesting higher volatility compared to the broader market.
- Investment Focus: At least 80% of net assets invested in small-cap companies, aligning with the Russell 2000® Index.
- Capital Appreciation: The fund's primary objective is to achieve capital appreciation through investments in small-cap stocks.
- No Dividend Payouts: The fund does not distribute dividends, reinvesting all earnings to fuel growth.
Who Are HDPSX's Competitors?
HDPSX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BUFEX Buffalo Large Cap Fund | $66.47 | +0.97% | $194M | — |
| CBLSX Allspring C&B Large Cap Value Fund | $11.16 | +0.45% | $144M | — |
| DAINX Dunham International Stock Fund | $27.39 | +1.00% | $271M | — |
| SPVZX PGIM Quant Solutions Mid-Cap Value Fund Class Z | $33.71 | +0.63% | $188M | — |
| WMKSX WesMark Small Company Fund | $16.54 | +0.18% | $177M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HDPSX's Key Strengths?
Focused investment strategy on small-cap companies.
- Alignment with the Russell 2000® Index.
- Potential for higher growth compared to large-cap investments.
What Are HDPSX's Weaknesses?
Higher volatility compared to the broader market.
- Dependence on the performance of small-cap stocks.
- Lack of dividend payouts may deter some investors.
What Are the Key Risks for HDPSX?
Economic downturns negatively impacting small-cap companies.
- Increased competition from other asset management firms.
- Regulatory changes affecting the asset management industry.
- Market volatility impacting fund performance.
What Are HDPSX's Competitive Advantages?
- Established focus on small-cap investing.
- Alignment with the Russell 2000® Index.
- Expertise in identifying and managing small-cap investments.
What Does HDPSX Do?
Hodges Small Cap Fund (HDPSX) is designed to provide investors with exposure to the small-cap equity market. The fund operates under the principle of investing at least 80% of its net assets, potentially including borrowed funds, in the stocks of small capitalization companies. These companies are defined as having market capitalizations consistent with those included in the Russell 2000® Index at the time of purchase. This approach allows the fund to focus on companies that are generally smaller and have the potential for higher growth compared to larger, more established firms. The fund's investment strategy is geared towards achieving capital appreciation for its investors. By tracking the Russell 2000® Index, HDPSX aims to capture the performance of a broad segment of the small-cap market. The fund's investment decisions are guided by the expertise of its investment advisor, who conducts research and analysis to identify promising investment opportunities within the small-cap universe. Hodges Small Cap Fund does not offer dividend payouts, reinvesting all earnings to further fund growth.
What Products and Services Does HDPSX Offer?
- Invests primarily in stocks of small-cap companies.
- Targets companies with market capitalizations consistent with the Russell 2000® Index.
- Aims to achieve capital appreciation for investors.
- Reinvests all earnings, without distributing dividends.
- Manages a portfolio of small-cap stocks based on research and analysis.
- Provides investors with exposure to the small-cap equity market.
How Does HDPSX Make Money?
- Generates revenue through management fees charged on assets under management.
- Invests in a diversified portfolio of small-cap stocks.
- Reinvests earnings to fund growth and enhance investment returns.
What Industry Does HDPSX Operate In?
Hodges Small Cap Fund operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The fund's focus on small-cap companies aligns with a broader trend of investors seeking higher growth opportunities in less-established firms. The Russell 2000® Index, which serves as a benchmark for the fund, represents a significant segment of the small-cap market. The asset management industry is subject to regulatory oversight and market volatility, which can impact fund performance. Competition among asset managers is driven by factors such as investment strategies, fund performance, and fees. Hodges Small Cap Fund differentiates itself through its focused approach to small-cap investing and its alignment with the Russell 2000® Index.
Who Are HDPSX's Key Customers?
- Individual investors seeking exposure to small-cap equities.
- Institutional investors looking for diversified investment strategies.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -0.1%.
HDPSX Financials
Bull Case vs Bear Case
Bull Case
- Focused investment strategy on small-cap companies.
- Alignment with the Russell 2000® Index.
- Potential for higher growth compared to large-cap investments.
- Upcoming: Potential for increased investor interest in small-cap equities due to economic recovery.
Bear Case
- Higher volatility compared to the broader market.
- Dependence on the performance of small-cap stocks.
- Lack of dividend payouts may deter some investors.
- Potential: Economic downturns negatively impacting small-cap companies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HDPSX Latest News
No recent news available for HDPSX.
HDPSX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HDPSX.
Price Targets
Wall Street price target analysis for HDPSX.
HDPSX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HDPSX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Hodges Small Cap Fund (HDPSX) — Financials
What does Hodges Small Cap Fund do?
Hodges Small Cap Fund (HDPSX) is an investment fund that focuses on investing in small-cap companies. The fund's primary objective is to achieve capital appreciation by investing at least 80% of its net assets in the stocks of small-cap companies.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.