HCHYX Mutual Fund
HCHYX Mutual Fund
The Corporate Opportunities Portfolio HC Strategic Class
HCHYX Mutual Fund Overview
HCHYX Mutual Fund (The Corporate Opportunities Portfolio HC Strategic Class) is managed by HC Capital Trust. HCHYX expense ratio is 1.09%, holding 25 positions across sectors including Unknown, Financials, Other. Inception date: 2010-03-08.
HCHYX performance shows a YTD return of 1.46%. The 1-year return is 4.97% and the 5-year return is 4.24%. HCHYX dividend yield stands at 2.59%, paid quarterly.
HCHYX top holdings include State Street Institutional Treasury Plus Money Market Fund Trust Class (54.2%), Vanguard Ftse Europe ETF (14.5%), Invesco S&p 500 Low Volatility ETF (14.3%), Harbourvest Global Private Equity, Ltd. (2.8%), Pantheon International Plc The Fund (2.7%). View all HCHYX holdings, sector breakdown, or dividend history.
HCHYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCHYX alternatives are available via the screener, along with tax-loss harvesting opportunities.