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HCM Tactical Growth Investor (HCMDX)
22.57
-0.73
(-3.13%)
At close: 8:01:05 PM EDT
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23.30 - YTD Return -7.98%
- Expense Ratio 2.77%
- Category Large Growth
- Last Cap Gain 28.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 1.65B
- Beta (5Y Monthly) 1.02
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 188.00%
- Last Dividend --
- Inception Date Jul 30, 2014
The fund adviser seeks to achieve its investment objective through investments in (i) domestic equity securities of any market capitalization, (ii) investment companies (mutual funds, closed-end funds and ETFs) and (iii) cash and cash equivalents and put and call options. When the fund is out of the market, it invests in cash and cash equivalents and/or put options to hedge the fund’s equities and to reduce volatility. The fund may be invested from 0-100% in cash and cash equivalents and/or put and call options and 0-100% in equities depending on the strength of the trend identified by the HCM-BuyLine®.
Howard Capital Management
Fund Family
Large Growth
Fund Category
1.65B
Net Assets
2014-07-30
Inception Date
Performance Overview: HCMDX
View MoreTrailing returns as of 4/2/2025. Category is Large Growth.
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Holdings: HCMDX
View MoreSector Weightings
SectorHCMDX
Technology 50.53%
Consumer Cyclical 15.49%
Communication Services 15.25%
Healthcare 5.52%
Consumer Defensive 4.12%
Financial Services 2.80%
Industrials 2.73%
Basic Materials 1.20%
Utilities 1.05%
Real Estate 0.70%
Energy 0.62%
Recent News: HCMDX
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