HCMDX Mutual Fund

HCMDX Mutual Fund (HCM Tactical Plus Fund Class C) is managed by Howard Capital Management with $745.8M in net assets. HCMDX expense ratio is 2.73%, holding 32 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-07-30.

HCMDX performance shows a YTD return of 6.78%. The 1-year return is 17.38% and the 5-year return is 7.32%. HCMDX dividend yield stands at 2.80%, paid annually.

HCMDX top holdings include Proshares Ultra S&p500 (19.0%), Invesco Qqq Trus (18.8%), Exchange-Traded Fund (15.7%), Vanguard Mega Cap Growth Etf (9.7%), ProShares UltraPro QQQ (9.7%). Go to all HCMDX holdings, HCMDX sectors, or HCMDX dividends.

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