HCMZX Mutual Fund

HCMZX Mutual Fund (HCM Sector Plus Fund Class R) is managed by Howard Capital Management with $42.72 in net assets. HCMZX expense ratio is 1.86%, holding 59 positions across sectors including Financials, Industrials, Consumer Discretionary. 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 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 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.