HCMUX Mutual Fund (HCM Dynamic Income Fund Class I) is managed by Howard Capital Management with $16.3M in net assets. HCMUX expense ratio is 1.97%, holding 6 positions across sectors including Financials, Other, Unknown. Inception date: 2022-06-30.

HCMUX performance shows a YTD return of 1.99%. The 1-year return is 12.78%. HCMUX dividend yield stands at 2.30%, paid annually.

HCMUX top holdings include Ishares Iboxx $ High Yield Corporate Bond Fund (20.9%), Ishares 0-3 Month Treasury Bond ETF (20.3%), Spdr Bloomberg 1-3 Month T-Bill Etf (20.3%), Spdr Bloomberg Barclays High Yield Bond ETF (18.6%), Cds Republic Of Indonesia P 100 20301220 (10.4%). View all HCMUX holdings, sector breakdown, or dividend history.

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