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Nasdaq - Delayed Quote USD

HCM Dividend Sector Plus A (HCMNX)

16.89
+0.69
+(4.26%)
At close: 8:01:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -14.65%
5y Average Return 14.99%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 8, 2025) 37.59%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 37.59%
Worst 3Y Total Return 4.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HCMNX
Category
YTD
-8.80%
4.44%
1-Month
-6.63%
-4.04%
3-Month
-8.80%
4.09%
1-Year
-0.20%
14.37%
3-Year
3.74%
6.04%
5-Year
16.96%
9.20%
10-Year
11.81%
8.57%
Last Bull Market
23.71%
22.97%
Last Bear Market
-13.99%
-11.27%

Annual Total Return (%) History

Year
HCMNX
Category
2025
--
--
2024
23.28%
--
2023
17.73%
11.63%
2022
-22.44%
-5.90%
2021
37.59%
26.22%
2020
28.79%
2.91%
2019
24.85%
25.04%
2018
-13.73%
-8.53%

2017
19.10%
15.94%
2016
32.04%
14.81%
2015
--
-4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.80% -- -- --
2024 12.66% 5.36% 2.02% 1.80%
2023 1.15% 13.08% -5.98% 9.48%
2022 -8.05% -13.99% -5.61% 3.90%
2021 8.31% 10.76% 0.00% 14.70%
2020 -16.87% 16.49% 12.48% 18.24%
2019 9.95% -0.09% 1.83% 11.61%
2018 -2.67% 2.27% 3.60% -16.35%
2017 4.12% 1.43% 3.83% 8.62%
2016 8.14% 2.86% 7.69% 10.24%

2015 0.10% -6.80% 6.22% --

Rank in Category (By Total Return)

YTD 100
1-Month 100
3-Month 100
1-Year 96
3-Year 93
5-Year 45

Load Adjusted Returns

1-Year -5.94%
3-Year 1.72%
5-Year 15.58%
10-Year 11.15%

Performance & Risk

YTD Return -14.65%
5y Average Return 14.99%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Howard Capital Management
Net Assets 1.56B
YTD Return -8.80%
Yield 0.00%
Morningstar Rating
Inception Date Mar 11, 2015

Fund Summary

The fund seeks to achieve its investment objective through investments in (i) dividend paying equity securities of companies included in the S&P 500; (ii) "plus" other investment companies (mutual funds, closed-end funds and ETFs), including investment companies that use leverage; and (iii) cash and cash equivalents and put and call options. The fund is designed to maximize returns through investing in any combination of sectors, asset classes, and sub-sectors as determined by the HCM-BuyLine®.

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