HCMBX Mutual Fund (HCM Dynamic Income Fund Class A) is managed by Howard Capital Management with $118.2M in net assets. HCMBX expense ratio is 2.22%, holding 6 positions across sectors including Financials, Other, Unknown. Inception date: 2022-06-30.

HCMBX performance shows a YTD return of 1.90%. The 1-year return is 12.59%. HCMBX dividend yield stands at 2.06%, paid annually.

HCMBX top holdings include Ishares Iboxx $ High Yield Corporate Bond Fund (20.9%), Ishares 0-3 Month Treasury Bond ETF (20.3%), Spdr Bloomberg 1-3 Month T-Bill Etf (20.3%), Spdr Bloomberg Barclays High Yield Bond ETF (18.6%), Philippine Government International Bond 0.0265 12/10/2045 (10.4%). View all HCMBX holdings, sector breakdown, or dividend history.

HCMBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.