HCMSX Mutual Fund

HCMSX Mutual Fund (HCM Tactical Plus Fund Class R) is managed by Howard Capital Management with $47.93 in net assets. HCMSX expense ratio is 2.25%, holding 32 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-07-30.

HCMSX performance shows a YTD return of 7.30%. The 1-year return is 18.24% and the 5-year return is 8.13%. HCMSX dividend yield stands at 2.54%, paid annually.

HCMSX top holdings include Proshares Ultra S&p500 (19.0%), Invesco Qqq Trus (18.8%), Exchange-Traded Fund (15.7%), Vanguard Mega Cap Growth Etf (9.7%), ProShares UltraPro QQQ (9.7%). Go to all HCMSX holdings, HCMSX sectors, or HCMSX dividends.

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