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Nasdaq - Delayed Quote USD
HCM Dividend Sector Plus A1 (HCMWX)
16.96
-0.45
(-2.58%)
At close: 8:01:05 PM EDT
Investment Information
- Min Initial Investment
- 50,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 500
- Min Subsequent Investment
- 50,000
- Min Subsequent Investment, IRA
- 2.5
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Schwab Institutional
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- CommonWealth NTF
- Vanguard NTF
- Raymond James
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- Scottrade NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Mid Atlantic Clearing and Settlement
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®.
Fund Overview
| Category | Large Value |
| Fund Family | Howard Capital Management |
| Net Assets | 1.67B |
| YTD Return | -2.31% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 11, 2015 |
Performance & Risk
| YTD Return | -8.51% |
| 5y Average Return | 17.00% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
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