HCMLX Mutual Fund

HCMLX Mutual Fund (HCM Multi-Asset Plus Fund Class I) is managed by Howard Capital Management with $109.7M 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 8.66%. The 1-year return is 16.85% and the 5-year return is 7.13%. HCMLX dividend yield stands at 3.67%, paid annually.

HCMLX top holdings include Exchange-Traded Fund (18.9%), Invesco Qqq Trus (18.7%), Ishares Iboxx $ High Yield Corporate Bond Fund (17.6%), Proshares Ultra S&p500 (11.7%), Ishares Core U.s. Aggregate (10.1%). 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.