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Nasdaq - Delayed Quote USD

HCM Dividend Sector Plus Investor (HCMPX)

15.82
+0.64
+(4.22%)
At close: 8:01:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -14.81%
5y Average Return 14.15%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 8, 2025) 36.55%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 36.55%
Worst 3Y Total Return 3.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HCMPX
Category
YTD
-8.98%
4.44%
1-Month
-6.73%
-4.04%
3-Month
-8.98%
4.09%
1-Year
-0.93%
14.37%
3-Year
2.97%
6.04%
5-Year
16.08%
9.20%
10-Year
11.00%
8.57%
Last Bull Market
23.16%
22.97%
Last Bear Market
-14.17%
-11.27%

Annual Total Return (%) History

Year
HCMPX
Category
2025
--
--
2024
22.38%
--
2023
16.81%
11.63%
2022
-22.97%
-5.90%
2021
36.55%
26.22%
2020
27.80%
2.91%
2019
24.01%
25.04%
2018
-14.47%
-8.53%

2017
18.28%
15.94%
2016
30.98%
14.81%
2015
--
-4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.98% -- -- --
2024 12.44% 5.16% 1.82% 1.65%
2023 0.93% 12.84% -6.18% 9.33%
2022 -8.20% -14.17% -5.74% 3.72%
2021 8.11% 10.60% -0.22% 14.46%
2020 -17.02% 16.25% 12.28% 18.00%
2019 9.78% -0.19% 1.58% 11.42%
2018 -2.93% 2.14% 3.34% -16.53%
2017 3.99% 1.20% 3.63% 8.46%
2016 7.84% 2.68% 7.54% 10.00%

2015 0.10% -6.90% 5.98% --

Rank in Category (By Total Return)

YTD 100
1-Month 100
3-Month 100
1-Year 97
3-Year 97
5-Year 60

Load Adjusted Returns

1-Year -0.93%
3-Year 2.97%
5-Year 16.08%
10-Year 11.00%

Performance & Risk

YTD Return -14.81%
5y Average Return 14.15%
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 -8.98%
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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