HCMUX Mutual Fund

HCMUX Mutual Fund (HCM Dynamic Income Fund Class I) is managed by Howard Capital Management with $15.6M 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 2.09%. The 1-year return is 7.54%. HCMUX dividend yield stands at 2.37%, paid annually.

HCMUX top holdings include  State Street Spdr Bloomberg Convertible Securities Etf (24.9%), Ishares Convertible Bond ETF (24.4%), Ishares Iboxx $ High Yield Corporate Bond Fund ETF (19.8%), SPDR Bloomberg High Yield Bond ETF (18.4%), Ishares JP Morgan USD Emerging Markets Bond ETF (10.1%). 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.