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HCM Income Plus Investor (HCMKX)

14.61
+0.65
+(4.66%)
At close: 8:01:05 PM EDT
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  • Previous Close 13.96
  • YTD Return -9.34%
  • Expense Ratio 2.45%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 687.76M
  • Beta (5Y Monthly) 0.81
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend 0.01
  • Inception Date Sep 11, 2019

The fund seeks to achieve its investment objective through investments in ETFs that invest in foreign (including emerging markets) and domestic (i) equity securities of any market capitalization (ii) fixed income securities of any maturity, duration and credit quality (including "junk bonds") (iii) investment companies (mutual funds, closed-end funds and ETFs) and (iv) cash and cash equivalents and put and call options. The adviser maintains the ability to invest a large percentage of the fund's holdings in one asset class of the market.

Howard Capital Management

Fund Family

Allocation--50% to 70% Equity

Fund Category

687.76M

Net Assets

2019-09-11

Inception Date

More about HCM Income Plus Investor

Performance Overview: HCMKX

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Trailing returns as of 4/8/2025. Category is Allocation--50% to 70% Equity.

YTD Return

HCMKX
9.34%
Category
9.69%
 

1-Year Return

HCMKX
0.20%
Category
27.06%
 

3-Year Return

HCMKX
2.94%
Category
11.00%
 

5-Year Return

HCMKX
9.62%
Category
10.26%
 

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Holdings: HCMKX

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Sector Weightings

SectorHCMKX
Technology   48.99%
Consumer Cyclical   14.32%
Communication Services   13.51%
Healthcare   6.78%
Financial Services   5.06%
Consumer Defensive   4.40%
Industrials   2.97%
Basic Materials   1.24%
Utilities   1.19%
Real Estate   0.83%
Energy   0.71%
View More

Recent News: HCMKX

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Research Reports: HCMKX

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