HCMAX Mutual Fund
HCMAX Mutual Fund
Hillman Value Fund
HCMAX Mutual Fund Overview
HCMAX Mutual Fund (Hillman Value Fund) is managed by Hillman Capital Management with $78.3M in net assets. HCMAX expense ratio is 0.95%, holding 39 positions across sectors including Health Care, Consumer Staples, Unknown. Inception date: 2000-12-29.
HCMAX performance shows a YTD return of 3.64%. The 1-year return is 12.38% and the 5-year return is 4.10%. HCMAX dividend yield stands at 15.79%, paid annually.
HCMAX top holdings include UMB MONEY MARKET FIDUCIARY / (4.0%), Verizon Communic (3.5%), Bristol-Myer Sq (3.4%), Pfizer Inc (3.1%), Biogen Inc. Com (3.1%). View all HCMAX holdings, sector breakdown, or dividend history.
HCMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.