HCMDX Mutual Fund
HCMDX Mutual Fund
HCM Tactical Plus Fund Class C
HCMDX Mutual Fund Overview
HCMDX Mutual Fund (HCM Tactical Plus Fund Class C) is managed by Howard Capital Management with $681.0M in net assets. HCMDX expense ratio is 2.73%, holding 29 positions across sectors including Financials, Unknown, Other. Inception date: 2014-07-30.
HCMDX performance shows a YTD return of 10.78%. The 1-year return is 28.14% and the 5-year return is 12.50%. HCMDX dividend yield stands at 2.70%, paid annually.
HCMDX top holdings include Ishares 0-3M T/B (23.0%), Balkrishna Inds (23.0%), Invesco Qqq Trust 1 (17.8%), Vanguard Mega Cap Growth Etf (9.3%), Plmrs_21-4Ar A1R 144A 4.99 07/15/2038 (5.9%). View all HCMDX holdings, sector breakdown, or dividend history.
HCMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.