HCMEX Mutual Fund

HCMEX Mutual Fund (HCM Multi-Asset Plus Fund Class A Shares) is managed by Howard Capital Management with $503.6M 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 8.49%. The 1-year return is 16.56% and the 5-year return is 6.82%. HCMEX dividend yield stands at 3.46%, paid annually.

HCMEX top holdings include Exchange-Traded Fund (18.9%), Invesco Qqq Trus (18.7%), Ishares Iboxx $ High Yield Corporate Bond Fund (17.6%), Proshares Ultra S&p500 (11.7%), Ishares Core U.s. Aggregate (10.1%). 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.