HCMFX Mutual Fund

HCMFX Mutual Fund (HCM Dynamic Income Fund Class Investor) is managed by Howard Capital Management with $4.7M in net assets. HCMFX expense ratio is 2.97%, holding 6 positions across sectors including Financials. Inception date: 2022-06-30.

HCMFX performance shows a YTD return of 1.53%. The 1-year return is 6.48%. HCMFX dividend yield stands at 1.45%, paid annually.

HCMFX top holdings include  State Street Spdr Bloomberg Convertible Securities Etf (24.9%), Ishares Convertible Bond ETF (24.4%), Ishares Iboxx $ High Yield Corporate Bond Fund ETF (19.8%), SPDR Bloomberg High Yield Bond ETF (18.4%), Ishares JP Morgan USD Emerging Markets Bond ETF (10.1%). Go to all HCMFX holdings, HCMFX sectors, or HCMFX dividends.

HCMFX can be compared against other funds. Use HCMFX overlap to find shared positions, or HCMFX vs another fund for a side-by-side view. HCMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.