HCMQX Mutual Fund (HCM Sector Plus Fund Class I) is managed by Howard Capital Management with $200.8M in net assets. HCMQX expense ratio is 1.72%, holding 59 positions across sectors including Financials, Unknown, Other. Inception date: 2015-03-11.

HCMQX performance shows a YTD return of 5.70%. The 1-year return is 22.12% and the 5-year return is 12.66%. HCMQX dividend yield stands at 0.72%, paid annually.

HCMQX top holdings include Ishares 0-3M T/B (20.8%), Balkrishna Inds (20.8%), Vienna Insurance Group AG Wiener Versicherung Gruppe Vienna Insurance Group Ag Stammaktien Ohne Nennwert (14.2%), Spdr S&p 500 ETF (9.6%), Vanguard High Dividend Yield Etf (9.2%). View all HCMQX holdings, sector breakdown, or dividend history.

HCMQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCMQX alternatives are available via the screener, along with tax-loss harvesting opportunities.