HCMFX Mutual Fund
HCMFX Mutual Fund
HCM Dynamic Income Fund Class Investor
HCMFX Mutual Fund Overview
HCMFX Mutual Fund (HCM Dynamic Income Fund Class Investor) is managed by Howard Capital Management with $3.8M in net assets. HCMFX expense ratio is 2.97%, holding 6 positions across sectors including Financials, Other, Unknown. Inception date: 2022-06-30.
HCMFX performance shows a YTD return of 5.15%. The 1-year return is 11.71%. HCMFX dividend yield stands at 1.40%, paid annually.
HCMFX top holdings include Ishares Iboxx $ High Yield Corporate Bond Fund (20.9%), Ishares 0-3M T/B (20.3%), Balkrishna Inds (20.3%), SPDR Bloomberg High Yield Bond ETF (18.6%), Cellnex Telecom Sa 1.875 2029-06-26 (10.4%). View all HCMFX holdings, sector breakdown, or dividend history.
HCMFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.