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 $514.3M in net assets. HCMEX expense ratio is 1.64%, holding 10 positions across sectors including Financials, Information Technology. 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 3.59%, paid annually.
HCMEX top holdings include Ishares Core U.s. Aggregate (23.1%), Invesco Qqq Trus (17.2%), Ishares 0-3 Month Treasury Bond ETF (16.1%), Spdr Bloomberg 1-3 Month T-Bill Etf (16.1%), Fundstrat Granny Shots Us Large Cap Etf (9.4%). 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.