HCMQX Mutual Fund

HCMQX Mutual Fund (HCM Sector Plus Fund Class I) is managed by Howard Capital Management with $209.5M in net assets. HCMQX expense ratio is 1.72%, holding 59 positions across sectors including Financials, Consumer Discretionary, Industrials. 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 0.74%, paid annually.

HCMQX 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 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.