HCMIX Mutual Fund (HCM Tactical Plus Fund Class I) is managed by Howard Capital Management with $222.9M in net assets. HCMIX expense ratio is 1.73%, holding 29 positions across sectors including Financials, Unknown, Other. Inception date: 2014-07-30.

HCMIX performance shows a YTD return of 11.29%. The 1-year return is 29.45% and the 5-year return is 13.43%. HCMIX dividend yield stands at 2.41%, paid annually.

HCMIX 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%), Square 4.51 2027-04-28 (5.9%). View all HCMIX holdings, sector breakdown, or dividend history.

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