HCMBX Mutual Fund

HCMBX Mutual Fund (HCM Dynamic Income Fund Class A) is managed by Howard Capital Management with $115.7M 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 1.90%. The 1-year return is 7.26%. HCMBX dividend yield stands at 2.12%, paid annually.

HCMBX top holdings include  State Street Spdr Bloomberg Convertible Securities Etf (24.9%), Ishares Convertible Bond ETF (24.4%), Ishares Iboxx $ High Yield Corporate Bond Fund ETF (19.8%), SPDR Bloomberg High Yield Bond ETF (18.4%), Ishares JP Morgan USD Emerging Markets Bond ETF (10.1%). 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.