HCMEX Mutual Fund
HCMEX Mutual Fund
HCMEX Mutual Fund
HCM Multi-Asset Plus Fund Class A Shares
HCMEX Mutual Fund Overview
HCMEX Mutual Fund (HCM Multi-Asset Plus Fund Class A Shares) is managed by Howard Capital Management with $492.0M in net assets. HCMEX expense ratio is 1.64%, holding 10 positions across sectors including Financials. Inception date: 2016-11-09.
HCMEX performance shows a YTD return of 4.46%. The 1-year return is 13.75% and the 5-year return is 6.50%. HCMEX dividend yield stands at 3.46%, paid annually.
HCMEX top holdings include Exchange-Traded Fund (20.7%), Invesco Qqq Trus (18.6%), Ishares Iboxx $ High Yield Corporate Bond Fund ETF (16.5%), Proshares Ultra S&p500 (11.3%), Ishares Core U.s. Aggregate (9.6%). Go to all HCMEX holdings, HCMEX sectors, or HCMEX dividends.
HCMEX can be compared against other funds. Use HCMEX overlap to find shared positions, or HCMEX vs another fund for a side-by-side view. HCMEX alternatives are available via the screener, along with tax-loss harvesting opportunities.