HCMSX Mutual Fund (HCM Tactical Plus Fund Class R) is managed by Howard Capital Management with $43.66 in net assets. HCMSX expense ratio is 2.25%, holding 29 positions across sectors including Financials, Unknown, Other. Inception date: 2014-07-30.

HCMSX performance shows a YTD return of 11.15%. The 1-year return is 29.10% and the 5-year return is 13.17%. HCMSX dividend yield stands at 2.45%, paid annually.

HCMSX top holdings include Ishares 0-3M T/B (23.0%), Balkrishna Inds (23.0%), Invesco Qqq Trust 1 (17.8%), Vanguard Mega Cap Growth Etf (9.3%), Purchased Cop / Sold Usd (5.9%). View all HCMSX holdings, sector breakdown, or dividend history.

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