HCMZX Mutual Fund

HCMZX Mutual Fund (HCM Sector Plus Fund Class R) is managed by Howard Capital Management with $42.54 in net assets. HCMZX expense ratio is 1.86%, holding 97 positions across sectors including Financials, Information Technology, Energy. Inception date: 2015-03-11.

HCMZX performance shows a YTD return of 7.65%. The 1-year return is 17.00% and the 5-year return is 8.81%. HCMZX dividend yield stands at 0.72%, paid annually.

HCMZX 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 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.