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Nasdaq - Delayed Quote USD
HCM Dividend Sector Plus R (HCMZX)
16.87
-0.45
(-2.60%)
At close: 8:01:05 PM EDT
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17.32 - YTD Return -2.32%
- Expense Ratio 1.86%
- 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
Performance Overview: HCMZX
View MoreTrailing returns as of 4/2/2025. Category is Large Value.
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Holdings: HCMZX
View MoreSector Weightings
SectorHCMZX
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%
Recent News: HCMZX
View MoreResearch Reports: HCMZX
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