HCESX Mutual Fund
HCESX Mutual Fund
HCESX Mutual Fund
The ESG Growth Portfolio, HC Capital Trust HC Strategic Shares
HCESX Mutual Fund Overview
HCESX Mutual Fund (The ESG Growth Portfolio, HC Capital Trust HC Strategic Shares) is managed by HC Capital Trust. HCESX expense ratio is 0.24%, holding 1291 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2015-07-13.
HCESX performance shows a YTD return of 10.38%. The 1-year return is 21.79% and the 5-year return is 10.30%. HCESX dividend yield stands at 20.70%, paid quarterly.
HCESX top holdings include Nvidia Corp. (5.4%), Apple, Inc (4.8%), Microsoft Corp (3.3%), Amazon.Com Inc (2.5%), Alphabet Inc Common Stock USD 0.001 (2.1%). Go to all HCESX holdings, HCESX sectors, or HCESX dividends.
HCESX can be compared against other funds. Use HCESX overlap to find shared positions, or HCESX vs another fund for a side-by-side view. HCESX alternatives are available via the screener, along with tax-loss harvesting opportunities.