HCMGX Mutual Fund
HCMGX Mutual Fund
HCM Tactical Plus Fund Class A
HCMGX Mutual Fund Overview
HCMGX Mutual Fund (HCM Tactical Plus Fund Class A) is managed by Howard Capital Management with $1.10B in net assets. HCMGX expense ratio is 1.98%, holding 29 positions across sectors including Financials, Unknown, Other. Inception date: 2014-07-30.
HCMGX performance shows a YTD return of 11.15%. The 1-year return is 29.11% and the 5-year return is 12.80%. HCMGX dividend yield stands at 2.45%, paid annually.
HCMGX top holdings include Ishares 0-3M T/B (23.0%), Balkrishna Inds (23.0%), Invesco Qqq Trust 1 (17.8%), Vanguard Mega Cap Growth Etf (9.3%), Ukraine (Republic Of) B Bonds Mlb Regs 0% Feb 01, 2036 (5.9%). View all HCMGX holdings, sector breakdown, or dividend history.
HCMGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCMGX alternatives are available via the screener, along with tax-loss harvesting opportunities.