---
title: Hodges | Mutual Funds | Resources & Applications
description: Hodges | Mutual Funds | Resources & Applications
image: https://www.hodgescapital.com/hubfs/H-Funds.jpg
---

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** **

# Resources & Applications

## Product Resources

| Fund | Fact Sheet | Prospectus | Summary Prospectus | SAI | Annual Report | Semi-Annual Report | Full Holdings | 1Q Holdings | 3Q Holdings |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [ Small Cap Fund (HDPSX) ](https://www.hodgescapital.com/mutual-funds/small-cap-growth-fund) | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Cap/Fact_Sheet.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Prospectus.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Cap/Summary_Prospectus.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/SAI.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Annual_Report.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Semi_Annual_Report.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Cap/Full_Holdings.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Cap/Q1_Holdings.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Cap/Q3_Holdings.pdf> |
| [ Hodges Fund (HDPMX) ](https://www.hodgescapital.com/mutual-funds/hodges-fund) | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Hodges_Fund/Fact_Sheet.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Prospectus.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Hodges_Fund/Summary_Prospectus.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/SAI.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Annual_Report.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Semi_Annual_Report.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Hodges_Fund/Full_Holdings.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Hodges_Fund/1Q_Holdings.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Hodges_Fund/3Q_Holdings.pdf> |
| [ Small Intrinsic Value Fund (HDSVX) ](https://www.hodgescapital.com/mutual-funds/small-intrinsic-value-fund) | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Intrinsic_Value/Fact_Sheet.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Prospectus.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Intrinsic_Value/Summary_Prospectus.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/SAI.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Annual_Report.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Semi_Annual_Report.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Intrinsic_Value/Full_Holdings.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Intrinsic_Value/1Q_Holdings.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Small_Intrinsic_Value/3Q_Holdings.pdf> |
| [ Blue Chip Equity Income Fund (HDPBX) ](https://www.hodgescapital.com/mutual-funds/blue-chip-equity-income-fund) | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Blue_Chip_Equity_Income/Fact_Sheet.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Prospectus.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Blue_Chip_Equity_Income/Summary_Prospectus.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/SAI.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Annual_Report.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Documents/Semi_Annual_Report.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Blue_Chip_Equity_Income/Full_Holdings.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Blue_Chip_Equity_Income/1Q_Holdings.pdf> | <https://www.hodgescapital.com/hubfs/Mutual_Funds/Blue_Chip_Equity_Income/3Q_Holdings.pdf> |

## Applications

| <https://www.hodgescapital.com/hubfs/Applications_and_Forms/New_Account_Form.pdf> | [ New Account Form ](https://www.hodgescapital.com/hubfs/Applications_and_Forms/New_Account_Form.pdf) |
| --- | --- |
| <https://www.hodgescapital.com/hubfs/Applications_and_Forms/IRA_Application.pdf> | [ IRA Application ](https://www.hodgescapital.com/hubfs/Applications_and_Forms/IRA_Application.pdf) |
| <https://www.hodgescapital.com/hubfs/Applications_and_Forms/Simple_IRA_Application.pdf> | [ Simple IRA Application ](https://www.hodgescapital.com/hubfs/Applications_and_Forms/Simple_IRA_Application.pdf) |
| <https://www.hodgescapital.com/hubfs/Applications_and_Forms/IRA_Transfer.pdf> | [ IRA Transfer ](https://www.hodgescapital.com/hubfs/Applications_and_Forms/IRA_Transfer.pdf) |
| <https://www.hodgescapital.com/hubfs/Applications_and_Forms/NonQualified_Transfer.pdf> | [ Non-Qualified Transfer ](https://www.hodgescapital.com/hubfs/Applications_and_Forms/NonQualified_Transfer.pdf) |
| <https://www.hodgescapital.com/hubfs/Applications_and_Forms/ESA_Application.pdf> | [ ESA Application ](https://www.hodgescapital.com/hubfs/Applications_and_Forms/ESA_Application.pdf) |

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US Bank Customer Service: [(866)-811-0224](tel:+18668110224)  
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#### Contact Hodges Funds

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**Mutual fund investing involves risk. Principal loss is possible.** 

Hodges Capital Management (HCM) is the adviser to the Hodges Funds, which are distributed by Quasar Distributors, LLC. 

*The funds' investment objectives, risks, charges, and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other information about the investment company. You may obtain a free hard-copy version by calling 1-866-811-0224 or by [clicking this link.](https://www.hodgescapital.com/hubfs/Hodges%20Funds/Documents/Hodges%20Funds%20Combined%20Prospectus.pdf) Read it carefully before investing.* 

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