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Hodges Capital Management Wins 2026 Lipper Fund Award

Published on March 18, 2026

Hodges Capital Management, Inc. is proud to announce that the Hodges Blue Chip Equity Income Fund (Rtl Class) has been named a 2026 Lipper Fund Award winner by LSEG Lipper.

The fund received the following recognitions:

  • Best Equity Income Fund – Three-Year Period (Trophy)
  • Five-Year Lipper Fund Award (Certificate)

Lipper Fund Awards recognize funds that have delivered consistently strong, risk-adjusted performance relative to peers, based on Lipper’s independent, quantitative methodology – out of 344 funds for the three- and five-year periods.

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We are honored by this recognition, which reflects our disciplined investment approach and long-term commitment to our shareholders. – Gary Bradshaw


Important Disclosure
LSEG/Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com

The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Hodges fund, and it may be obtained by calling (866) 811 0224, or visiting www.hodgescapital.com/mutual-funds. Read it carefully before investing.

Mutual fund investing involves risk. Principal loss is possible.

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

©2024 Hodges Capital Management, Inc.

For Financial Professional Use Only

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