HCMKX Mutual Fund (HCM Multi-Asset Plus Fund Investor Class) is managed by Howard Capital Management with $226.1M in net assets. HCMKX expense ratio is 2.39%, holding 10 positions across sectors including Financials, Unknown, Other. Inception date: 2016-11-09.

HCMKX performance shows a YTD return of 11.04%. The 1-year return is 23.65% and the 5-year return is 9.10%. HCMKX dividend yield stands at 3.30%, paid annually.

HCMKX 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 HCMKX holdings, sector breakdown, or dividend history.

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