HCMQX Mutual Fund

HCMQX Mutual Fund (HCM Sector Plus Fund Class I) is managed by Howard Capital Management with $206.4M in net assets. HCMQX expense ratio is 1.72%, holding 59 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2015-03-11.

HCMQX performance shows a YTD return of 3.92%. The 1-year return is 16.66% and the 5-year return is 9.15%. HCMQX dividend yield stands at 0.71%, paid annually.

HCMQX top holdings include Exchange-Traded Fund (16.6%), Proshares Ultra S&p500 (16.3%), Vanguard Div Apprec Idx ETF (13.9%), Direxion Daily S&p 500 Bull 3x (10.4%), Spdr S&p 500 ETF Trust (9.8%). Go to all HCMQX holdings, HCMQX sectors, or HCMQX dividends.

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