HCMPX Mutual Fund

HCMPX Mutual Fund (HCM Sector Plus Fund Investor Class) is managed by Howard Capital Management with $785.3M in net assets. HCMPX expense ratio is 2.72%, holding 97 positions across sectors including Financials, Information Technology, Energy. Inception date: 2015-03-11.

HCMPX performance shows a YTD return of 7.07%. The 1-year return is 15.82% and the 5-year return is 13.35%. HCMPX dividend yield stands at 0.40%, paid annually.

HCMPX top holdings include Proshares Ultra S&p500 (16.5%), Exchange-Traded Fund (14.6%), Vanguard Div Apprec Idx ETF (14.3%), Direxion Daily S&p 500 Bull 3x (10.5%), Spdr S&p 500 ETF Trust (10.0%). Go to all HCMPX holdings, HCMPX sectors, or HCMPX dividends.

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