HCMBX Mutual Fund

HCMBX Mutual Fund (HCM Dynamic Income Fund Class A) is managed by Howard Capital Management with $113.6M in net assets. HCMBX expense ratio is 2.22%, holding 6 positions across sectors including Financials. Inception date: 2022-06-30.

HCMBX performance shows a YTD return of 2.46%. The 1-year return is 6.30%. HCMBX dividend yield stands at 2.12%, paid annually.

HCMBX top holdings include State Street Spdr Bloomberg Convertible Securities Etf (24.4%), Ishares Convertible Bond ETF (23.6%), Ishares Iboxx $ High Yield Corporate Bond Fund (20.5%), SPDR Bloomberg High Yield Bond ETF (19.1%), Ishares JP Morgan USD Emerging Markets Bond ETF (10.3%). Go to all HCMBX holdings, HCMBX sectors, or HCMBX dividends.

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