HCMIX Mutual Fund

HCMIX Mutual Fund (HCM Tactical Plus Fund Class I) is managed by Howard Capital Management with $237.8M in net assets. HCMIX expense ratio is 1.73%, holding 32 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-07-30.

HCMIX performance shows a YTD return of 7.47%. The 1-year return is 18.54% and the 5-year return is 8.40%. HCMIX dividend yield stands at 2.49%, paid annually.

HCMIX 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 HCMIX holdings, HCMIX sectors, or HCMIX dividends.

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