HCMWX Mutual Fund (HCM Sector Plus Fund Class A1) is managed by Howard Capital Management with $6,958.45 in net assets. HCMWX expense ratio is 2.12%, holding 59 positions across sectors including Financials, Unknown, Other. Inception date: 2015-03-11.

HCMWX performance shows a YTD return of 5.50%. The 1-year return is 21.59% and the 5-year return is 14.91%. HCMWX dividend yield stands at 0.39%, paid annually.

HCMWX 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 HCMWX holdings, sector breakdown, or dividend history.

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