HCMUX Mutual Fund

HCMUX Mutual Fund (HCM Dynamic Income Fund Class I) is managed by Howard Capital Management with $14.1M in net assets. HCMUX expense ratio is 1.97%, holding 6 positions across sectors including Financials. Inception date: 2022-06-30.

HCMUX performance shows a YTD return of -2.18%. The 1-year return is -2.94%. HCMUX dividend yield stands at 2.49%, paid annually.

HCMUX top holdings include State Street Spdr Bloomberg Convertible Securities Etf (24.3%), Ishares Convertible Bond ETF (23.4%), Ishares Iboxx $ High Yield Corporate Bond Fund (20.4%), SPDR Bloomberg High Yield Bond ETF (18.9%), Ishares JP Morgan USD Emerging Markets Bond ETF (10.2%). Go to all HCMUX holdings, HCMUX sectors, or HCMUX dividends.

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