HCMGX Mutual Fund

HCMGX Mutual Fund (HCM Tactical Plus Fund Class A) is managed by Howard Capital Management with $1.19B in net assets. HCMGX expense ratio is 1.98%, holding 32 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-07-30.

HCMGX performance shows a YTD return of 7.30%. The 1-year return is 18.25% and the 5-year return is 10.13%. HCMGX dividend yield stands at 2.54%, paid annually.

HCMGX top holdings include Proshares Ultra S&p500 (19.0%), Invesco Qqq Trus (18.8%), Exchange-Traded Fund (15.7%), Vanguard Mega Cap Growth Etf (9.7%), ProShares UltraPro QQQ (9.7%). Go to all HCMGX holdings, HCMGX sectors, or HCMGX dividends.

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