HCMSX Mutual Fund

HCMSX Mutual Fund (HCM Tactical Plus Fund Class R) is managed by Howard Capital Management with $45.57 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 2.54%, paid annually.

HCMSX top holdings include Invesco Qqq Trus (18.4%), Proshares Ultra S&p500 (17.5%), Exchange-Traded Fund (16.6%), ProShares UltraPro QQQ (11.1%), Vanguard Mega Cap Growth Etf (9.0%). 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.