HCMWX Mutual Fund

HCMWX Mutual Fund (HCM Sector Plus Fund Class A1) is managed by Howard Capital Management with $7,185.97 in net assets. HCMWX expense ratio is 2.12%, holding 59 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2015-03-11.

HCMWX performance shows a YTD return of 3.65%. The 1-year return is 16.16% and the 5-year return is 8.69%. HCMWX dividend yield stands at 0.39%, paid annually.

HCMWX top holdings include Exchange-Traded Fund (16.6%), Proshares Ultra S&p500 (16.3%), Vanguard Div Apprec Idx ETF (13.9%), Direxion Daily S&p 500 Bull 3x (10.4%), Spdr S&p 500 ETF Trust (9.8%). Go to all HCMWX holdings, HCMWX sectors, or HCMWX dividends.

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