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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

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®.

HCM Dividend Sector Plus I

OMAHA NE 68130
17605 WRIGHT STREET
631-470-2621

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 Operations

Last Dividend 0.07
Last Cap Gain 19.00
Holdings Turnover 108.00%
Average for Category --

Fees & Expenses

Expense HCMQX Category Average
Annual Report Expense Ratio (net) 1.80% 0.90%
Prospectus Net Expense Ratio 1.80% --
Prospectus Gross Expense Ratio 1.80% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Vance Howard has been the President, CEO, Chairman of the Board and founder of Howard since 1999. Prior to forming Howard, he was the President, CEO, Chairman and founder of Chartered Financial Services, Inc., an investment advisory firm. Vance Howard began his professional money management career in 1992 with the formation of Chartered Financial Services, Inc., which was renamed Howard Capital Management, Inc. in 1999. Vance specializes in research, development, and implementation of various types of trading systems. Mr. Howard holds a Bachelor’s degree in General Business from Sam Houston State University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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