HCMZX Mutual Fund (HCM Sector Plus Fund Class R) is managed by Howard Capital Management with $41.34 in net assets. HCMZX expense ratio is 1.86%, holding 59 positions across sectors including Financials, Unknown, Other. Inception date: 2015-03-11.

HCMZX performance shows a YTD return of 5.61%. The 1-year return is 22.12% and the 5-year return is 14.14%. HCMZX dividend yield stands at 0.74%, paid annually.

HCMZX 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 HCMZX holdings, sector breakdown, or dividend history.

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