Nasdaq - Delayed Quote USD

HCM Dividend Sector Plus A1 (HCMWX)

17.41
+0.07
+(0.40%)
As of 8:06:05 AM EDT. Market Open.
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  • Previous Close 17.34
  • YTD Return -2.31%
  • Expense Ratio 2.20%
  • Category Large Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.67B
  • Beta (5Y Monthly) 0.95
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 108.00%
  • Last Dividend 0.07
  • Inception Date Mar 11, 2015

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®.

Howard Capital Management

Fund Family

Large Value

Fund Category

1.67B

Net Assets

2015-03-11

Inception Date

More about HCM Dividend Sector Plus A1

Performance Overview: HCMWX

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Trailing returns as of 4/1/2025. Category is Large Value.

YTD Return

HCMWX
2.31%
Category
4.44%
 

1-Year Return

HCMWX
11.61%
Category
14.37%
 

3-Year Return

HCMWX
6.91%
Category
6.04%
 

5-Year Return

HCMWX
15.81%
Category
9.20%
 

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Holdings: HCMWX

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Sector Weightings

SectorHCMWX
Technology   25.39%
Financial Services   16.11%
Consumer Cyclical   10.40%
Healthcare   9.73%
Industrials   8.33%
Communication Services   8.20%
Consumer Defensive   7.84%
Utilities   6.17%
Energy   4.11%
Basic Materials   2.85%
Real Estate   0.87%
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Recent News: HCMWX

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Research Reports: HCMWX

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