HCMEX Mutual Fund (HCM Multi-Asset Plus Fund Class A Shares) is managed by Howard Capital Management with $478.7M in net assets. HCMEX expense ratio is 1.64%, holding 10 positions across sectors including Financials, Unknown, Other. Inception date: 2016-11-09.

HCMEX performance shows a YTD return of 11.50%. The 1-year return is 24.58% and the 5-year return is 8.04%. HCMEX dividend yield stands at 3.37%, paid annually.

HCMEX top holdings include Ishares Core U.s. Aggregate (23.1%), Invesco Qqq Trus (17.2%), Ishares 0-3 Month Treasury Bond ETF (16.1%), Spdr Bloomberg 1-3 Month T-Bill Etf (16.1%), Fundstrat Granny Shots Us Large Cap Etf (9.4%). View all HCMEX holdings, sector breakdown, or dividend history.

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