HCESX Mutual Fund
HCESX Mutual Fund
The ESG Growth Portfolio, HC Capital Trust HC Strategic Shares
HCESX Mutual Fund Overview
HCESX Mutual Fund (The ESG Growth Portfolio, HC Capital Trust HC Strategic Shares) is managed by HC Capital Trust. HCESX expense ratio is 0.24%, holding 1291 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2015-07-13.
HCESX performance shows a YTD return of 9.53%. The 1-year return is 22.25% and the 5-year return is 10.60%. HCESX dividend yield stands at 20.82%, paid quarterly.
HCESX top holdings include Nvidia Corp. (5.4%), Apple, Inc (4.8%), Microsoft Corp 4.100 Feb 06 37 (3.3%), Amazon.Com Inc (2.5%), Alphabet Inc Common Stock USD 0.001 (2.1%). View all HCESX holdings, sector breakdown, or dividend history.
HCESX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCESX alternatives are available via the screener, along with tax-loss harvesting opportunities.