HCMDX Mutual Fund

HCMDX Mutual Fund (HCM Tactical Plus Fund Class C) is managed by Howard Capital Management with $715.5M 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 2.80%, paid annually.

HCMDX top holdings include Invesco Qqq Trus (18.4%), Proshares Ultra S&p500 (17.5%), Exchange-Traded Fund (16.6%), ProShares UltraPro QQQ (11.1%), Vanguard Mega Cap Growth Etf (9.0%). 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.