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Nasdaq - Delayed Quote USD

HCM Dividend Sector Plus I (HCMQX)

17.12
+0.70
+(4.26%)
At close: 8:01:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -14.61%
5y Average Return 15.28%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 8, 2025) 37.96%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 37.96%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HCMQX
Category
YTD
-8.74%
4.44%
1-Month
-6.60%
-4.04%
3-Month
-8.74%
4.09%
1-Year
0.06%
14.37%
3-Year
4.02%
6.04%
5-Year
17.28%
9.20%
10-Year
11.99%
8.57%
Last Bull Market
23.91%
22.97%
Last Bear Market
-13.91%
-11.27%

Annual Total Return (%) History

Year
HCMQX
Category
2025
--
--
2024
23.64%
--
2023
18.00%
11.63%
2022
-22.20%
-5.90%
2021
37.96%
26.22%
2020
29.03%
2.91%
2019
25.17%
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 -8.74% -- -- --
2024 12.78% 5.41% 2.09% 1.88%
2023 1.27% 13.08% -5.92% 9.54%
2022 -7.97% -13.91% -5.52% 3.93%
2021 8.42% 10.84% 0.05% 14.74%
2020 -16.87% 16.59% 12.55% 18.29%
2019 9.95% -0.09% 1.83% 11.90%
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 92
5-Year 38

Load Adjusted Returns

1-Year 0.06%
3-Year 4.02%
5-Year 17.28%
10-Year 11.99%

Performance & Risk

YTD Return -14.61%
5y Average Return 15.28%
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 -8.74%
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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