HCMIX Mutual Fund
HCMIX Mutual Fund
HCMIX Mutual Fund
HCM Tactical Plus Fund Class I
HCMIX Mutual Fund Overview
HCMIX Mutual Fund (HCM Tactical Plus Fund Class I) is managed by Howard Capital Management with $195.9M in net assets. HCMIX expense ratio is 1.73%, holding 30 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-07-30.
HCMIX performance shows a YTD return of 1.13%. The 1-year return is -3.03% and the 5-year return is 6.62%.
HCMIX top holdings include Proshares Ultra S&p500 (19.1%), Invesco QQQ Trus (18.7%), ETF Proshares Ultra QQQ (16.2%), ProShares UltraPro QQQ (10.3%), Vanguard Mega Cap Growth Etf (9.6%). Go to all HCMIX holdings, HCMIX sectors, or HCMIX dividends.
HCMIX can be compared against other funds. Use HCMIX overlap to find shared positions, or HCMIX vs another fund for a side-by-side view. HCMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.