HCMSX Mutual Fund

HCMSX Mutual Fund (HCM Tactical Plus Fund Class R) is managed by Howard Capital Management with $48 in net assets. HCMSX expense ratio is 2.25%, holding 29 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-07-30.

HCMSX performance shows a YTD return of 2.12%. The 1-year return is 14.01% and the 5-year return is 8.13%. HCMSX dividend yield stands at 2.67%, paid annually.

HCMSX top holdings include Ishares 0-3 Month Treasury Bond ETF (23.0%), Spdr Bloomberg 1-3 Month T-Bill Etf (23.0%), Invesco Qqq Trus (17.8%), Vanguard Mega Cap Growth Etf (9.3%), Fw4009821.Srdup 13.87 2028-10-10 (5.9%). 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.