HCMNX Mutual Fund

HCMNX Mutual Fund (HCM Sector Plus Fund Class A) is managed by Howard Capital Management with $1.06B in net assets. HCMNX expense ratio is 1.97%, holding 59 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2015-03-11.

HCMNX performance shows a YTD return of 3.79%. The 1-year return is 16.38% and the 5-year return is 8.86%. HCMNX dividend yield stands at 0.52%, paid annually.

HCMNX top holdings include Ishares 0-3 Month Treasury Bond ETF (20.8%), Spdr Bloomberg 1-3 Month T-Bill Etf (20.8%), Vanguard Div Apprec Idx ETF (14.2%), Spdr S&p 500 ETF Trust (9.6%), Vanguard High Dividend Yield Etf (9.2%). Go to all HCMNX holdings, HCMNX sectors, or HCMNX dividends.

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