HCMDX Mutual Fund

HCMDX Mutual Fund (HCM Tactical Plus Fund Class C) is managed by Howard Capital Management with $751.3M in net assets. HCMDX expense ratio is 2.73%, holding 29 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-07-30.

HCMDX performance shows a YTD return of 1.71%. The 1-year return is 13.17% and the 5-year return is 7.33%. HCMDX dividend yield stands at 2.94%, paid annually.

HCMDX top holdings include Ishares 0-3 Month Treasury Bond ETF (23.0%), Spdr Bloomberg 1-3 Month T-Bill Etf (23.0%), Invesco Qqq Trus (17.8%), Vanguard Mega Cap Growth Etf (9.3%), Sold TRY Bought USD 20260430 (5.9%). 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.