HCMZX Mutual Fund
HCMZX Mutual Fund
HCMZX Mutual Fund
HCM Sector Plus Fund Class R
HCMZX Mutual Fund Overview
HCMZX Mutual Fund (HCM Sector Plus Fund Class R) is managed by Howard Capital Management with $44.23 in net assets. HCMZX expense ratio is 1.86%, holding 59 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2015-03-11.
HCMZX performance shows a YTD return of 3.80%. The 1-year return is 16.69% and the 5-year return is 8.93%. HCMZX dividend yield stands at 0.75%, paid annually.
HCMZX 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 HCMZX holdings, HCMZX sectors, or HCMZX dividends.
HCMZX can be compared against other funds. Use HCMZX overlap to find shared positions, or HCMZX vs another fund for a side-by-side view. HCMZX alternatives are available via the screener, along with tax-loss harvesting opportunities.