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HSOAX

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Analysis and statistics

  • Open
    9.2763$
  • Previous Close
    9.2763$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

HSOAX.US represents the Hodges Small Cap Fund. This is a mutual fund that primarily invests in the stocks of small-capitalization companies, aiming for long-term capital appreciation. The fund's portfolio typically consists of companies with market capitalizations similar to those included in the Russell 2000 Index. Investors should be aware of the risks associated with small-cap stocks, including higher volatility and lower liquidity compared to larger companies. The fund's performance is subject to market fluctuations and the investment decisions made by the fund's managers.

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Factors

Market Interest Rates: Rising interest rates generally decrease bond values, as newly issued bonds offer higher yields, making older, lower-yielding bonds less attractive.

Credit Quality: Deterioration in the creditworthiness of issuers whose bonds are held by the fund will negatively impact the fund's NAV.

Economic Conditions: Changes in economic growth, inflation, and unemployment can influence interest rates and bond yields, affecting the fund's price.

Inflation Expectations: Higher inflation expectations can lead to higher interest rates, lowering bond prices and the fund's value.

Fund Management Decisions: The fund manager's asset allocation, security selection, and duration management significantly influence the fund's performance.

Supply and Demand: Increased demand for the fund can drive up its price, while increased selling pressure can push it down.

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