HCMWX Mutual Fund

HCMWX Mutual Fund (HCM Sector Plus Fund Class A1) is managed by Howard Capital Management with $7,152.51 in net assets. HCMWX expense ratio is 2.12%, holding 97 positions across sectors including Financials, Information Technology, Energy. Inception date: 2015-03-11.

HCMWX performance shows a YTD return of 7.48%. The 1-year return is 16.47% and the 5-year return is 8.56%. HCMWX dividend yield stands at 0.38%, paid annually.

HCMWX top holdings include Proshares Ultra S&p500 (16.5%), Exchange-Traded Fund (14.6%), Vanguard Div Apprec Idx ETF (14.3%), Direxion Daily S&p 500 Bull 3x (10.5%), Spdr S&p 500 ETF Trust (10.0%). 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.