HCMGX Mutual Fund
NAV$36.62
AUM$1.1B
TER1.98%
Holdings29
HCMGX Mutual Fund
NAV$36.62
HCM Tactical Plus Fund Class A
AUM$1.1B
TER1.98%
Holdings29
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Showing 10 of 29 holdings(as of Mar 31, 2026)Top 10 Weight: 96.89%
HCMGX Mutual Fund Top Holdings
HCMGX holdings top 10 positions. The top 10 holdings account for 96.9% of the fund, led by Ishares 0-3M T/B at 23.0%, Balkrishna Inds at 23.0%, Invesco Qqq Trust 1 at 17.8%.
HCMGX portfolio concentration is relatively high, with the top 10 representing 96.9% of total assets. The largest sector exposure is Financials at 73.5%.
HCMGX sector allocation provides a detailed breakdown. HCMGX overlap tool shows how holdings compare to other funds in your portfolio.