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HCM Tactical Growth A (HCMGX)

24.54
-0.79
(-3.12%)
At close: 8:01:05 PM EDT
Loading Chart for HCMGX
  • Previous Close 25.33
  • YTD Return -7.86%
  • Expense Ratio 2.02%
  • 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 0.01
  • 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: HCMGX

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Trailing returns as of 4/2/2025. Category is Large Growth.

YTD Return

HCMGX
7.86%
Category
12.38%
 

1-Year Return

HCMGX
13.97%
Category
41.70%
 

3-Year Return

HCMGX
6.68%
Category
22.56%
 

5-Year Return

HCMGX
17.80%
Category
21.98%
 

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Holdings: HCMGX

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Sector Weightings

SectorHCMGX
Technology   50.53%
Healthcare   5.52%
Industrials   2.73%
Utilities   1.05%
Real Estate   0.70%
Energy   0.62%

Recent News: HCMGX

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Research Reports: HCMGX

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