HCMIX Mutual Fund

HCMIX Mutual Fund (HCM Tactical Plus Fund Class I) is managed by Howard Capital Management with $244.3M in net assets. HCMIX expense ratio is 1.73%, holding 29 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-07-30.

HCMIX performance shows a YTD return of 2.26%. The 1-year return is 14.33% and the 5-year return is 8.41%. HCMIX dividend yield stands at 2.62%, paid annually.

HCMIX top holdings include Ishares 0-3 Month Treasury Bond ETF (23.0%), Spdr Bloomberg 1-3 Month T-Bill Etf (23.0%), Invesco Qqq Trus (17.8%), Vanguard Mega Cap Growth Etf (9.3%), Square 4.51 2027-04-28 (5.9%). 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.