HCMLX Mutual Fund

HCMLX Mutual Fund (HCM Multi-Asset Plus Fund Class I) is managed by Howard Capital Management with $112.7M in net assets. HCMLX expense ratio is 1.39%, holding 10 positions across sectors including Financials, Information Technology. Inception date: 2019-09-11.

HCMLX performance shows a YTD return of 4.60%. The 1-year return is 14.06% and the 5-year return is 6.80%. HCMLX dividend yield stands at 3.81%, paid annually.

HCMLX top holdings include Ishares Core U.s. Aggregate (23.1%), Invesco Qqq Trus (17.2%), Ishares 0-3 Month Treasury Bond ETF (16.1%), Spdr Bloomberg 1-3 Month T-Bill Etf (16.1%), Fundstrat Granny Shots Us Large Cap Etf (9.4%). Go to all HCMLX holdings, HCMLX sectors, or HCMLX dividends.

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