HCMPX Mutual Fund (HCM Sector Plus Fund Investor Class) is managed by Howard Capital Management with $763.7M in net assets. HCMPX expense ratio is 2.72%, holding 59 positions across sectors including Financials, Unknown, Other. Inception date: 2015-03-11.

HCMPX performance shows a YTD return of 5.23%. The 1-year return is 20.89% and the 5-year return is 14.50%. HCMPX dividend yield stands at 0.41%, paid annually.

HCMPX top holdings include Ishares 0-3M T/B (20.8%), Balkrishna Inds (20.8%), Vienna Insurance Group AG Wiener Versicherung Gruppe Vienna Insurance Group Ag Stammaktien Ohne Nennwert (14.2%), Spdr S&p 500 ETF (9.6%), Vanguard High Dividend Yield Etf (9.2%). View all HCMPX holdings, sector breakdown, or dividend history.

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