Nasdaq - Delayed Quote USD
HCM Tactical Growth I (HCMIX)
25.14
+0.15
+(0.60%)
At close: 5:14:50 PM EDT
Investment Information
- Min Initial Investment
- 50,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 500
- Min Subsequent Investment
- 50,000
- Min Subsequent Investment, IRA
- 2.5
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Schwab Institutional
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- CommonWealth NTF
- Vanguard NTF
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Securities America Inc.
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Mid Atlantic Clearing and Settlement
Fund Summary
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®.
Fund Overview
| Category | Large Growth |
| Fund Family | Howard Capital Management |
| Net Assets | 1.51B |
| YTD Return | -15.61% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 30, 2014 |
Performance & Risk
| YTD Return | -18.36% |
| 5y Average Return | 16.62% |
| Rank in Category (ytd) | 99 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
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