HCMWX Mutual Fund
HCMWX Mutual Fund
HCMWX Mutual Fund
HCM Sector Plus Fund Class A1
HCMWX Mutual Fund Overview
HCMWX Mutual Fund (HCM Sector Plus Fund Class A1) is managed by Howard Capital Management with $7,440.42 in net assets. HCMWX expense ratio is 2.12%, holding 59 positions across sectors including Financials, Consumer Discretionary, Industrials. 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 Ishares 0-3 Month Treasury Bond ETF (20.8%), Spdr Bloomberg 1-3 Month T-Bill Etf (20.8%), Vanguard Div Apprec Idx ETF (14.2%), Spdr S&p 500 ETF Trust (9.6%), Vanguard High Dividend Yield Etf (9.2%). 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.