HCMLX Mutual Fund (HCM Multi-Asset Plus Fund Class I) is managed by Howard Capital Management with $106.1M in net assets. HCMLX expense ratio is 1.39%, holding 10 positions across sectors including Financials, Unknown, Other. Inception date: 2019-09-11.

HCMLX performance shows a YTD return of 11.60%. The 1-year return is 24.92% and the 5-year return is 8.34%. HCMLX dividend yield stands at 3.57%, paid annually.

HCMLX 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 HCMLX holdings, sector breakdown, or dividend history.

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