HCMKX Mutual Fund

HCMKX Mutual Fund (HCM Multi-Asset Plus Fund Investor Class) is managed by Howard Capital Management with $231.1M in net assets. HCMKX expense ratio is 2.39%, holding 10 positions across sectors including Financials. Inception date: 2016-11-09.

HCMKX performance shows a YTD return of 3.96%. The 1-year return is 12.86% and the 5-year return is 5.70%. HCMKX dividend yield stands at 3.39%, paid annually.

HCMKX top holdings include Exchange-Traded Fund (20.7%), Invesco Qqq Trus (18.6%), Ishares Iboxx $ High Yield Corporate Bond Fund ETF (16.5%), Proshares Ultra S&p500 (11.3%), Ishares Core U.s. Aggregate (9.6%). Go to all HCMKX holdings, HCMKX sectors, or HCMKX dividends.

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