HCMAX Mutual Fund

HCMAX Mutual Fund (Hillman Value Fund) is managed by Hillman Capital Management with $78.6M in net assets. HCMAX expense ratio is 0.95%, holding 39 positions across sectors including Health Care, Consumer Staples, Communication Services. Inception date: 2000-12-29.

HCMAX performance shows a YTD return of 8.18%. The 1-year return is 17.34% and the 5-year return is 6.97%. HCMAX dividend yield stands at 15.12%, paid annually.

HCMAX top holdings include UMB MONEY MARKET FIDUCIARY / (4.0%), Verizon Communic (3.5%), Bristol-Myers Squibb Co. (3.4%), Pfizer Inc (3.1%), Biogen Inc. Com (3.1%). Go to all HCMAX holdings, HCMAX sectors, or HCMAX dividends.

HCMAX can be compared against other funds. Use HCMAX overlap to find shared positions, or HCMAX vs another fund for a side-by-side view. HCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.