HCMPX Mutual Fund
HCMPX Mutual Fund
HCMPX Mutual Fund
HCM Sector Plus Fund Investor Class
HCMPX Mutual Fund Overview
HCMPX Mutual Fund (HCM Sector Plus Fund Investor Class) is managed by Howard Capital Management with $817.5M in net assets. HCMPX expense ratio is 2.72%, holding 59 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2015-03-11.
HCMPX performance shows a YTD return of 3.34%. The 1-year return is 15.52% and the 5-year return is 8.05%. HCMPX dividend yield stands at 0.41%, paid annually.
HCMPX 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 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.