HCMLX Mutual Fund

HCMLX Mutual Fund (HCM Multi-Asset Plus Fund Class I) is managed by Howard Capital Management with $108.3M in net assets. HCMLX expense ratio is 1.39%, holding 10 positions across sectors including Financials. 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 3.67%, paid annually.

HCMLX top holdings include ETF Proshares Ultra QQQ (20.7%), Invesco Qqq Trus (18.6%), Ishares Iboxx $ High Yield Corporate Bond Fund ETF (16.5%), Proshares Ultra S&P 500 (11.3%), Ishares Core U.s. Aggregate (9.6%). 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.