Nasdaq - Delayed Quote USD

HCM Income Plus A (HCMEX)

16.33
+0.07
+(0.43%)
At close: May 16 at 8:01:05 PM EDT
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  • Previous Close 16.26
  • YTD Return -8.51%
  • Expense Ratio 1.70%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 678.69M
  • Beta (5Y Monthly) 0.78
  • Yield 0.60%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend 0.10
  • Inception Date Nov 9, 2016

The fund seeks to achieve its investment objective through investments in ETFs that invest in foreign (including emerging markets) and domestic (i) equity securities of any market capitalization (ii) fixed income securities of any maturity, duration and credit quality (including "junk bonds") (iii) investment companies (mutual funds, closed-end funds and ETFs) and (iv) cash and cash equivalents and put and call options. The adviser maintains the ability to invest a large percentage of the fund's holdings in one asset class of the market.

Howard Capital Management

Fund Family

Allocation--50% to 70% Equity

Fund Category

678.69M

Net Assets

2016-11-09

Inception Date

More about HCM Income Plus A

Performance Overview: HCMEX

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Trailing returns as of 5/15/2025. Category is Allocation--50% to 70% Equity.

YTD Return

HCMEX
8.51%
Category
9.69%
 

1-Year Return

HCMEX
6.52%
Category
27.06%
 

3-Year Return

HCMEX
6.41%
Category
11.00%
 

5-Year Return

HCMEX
9.00%
Category
10.26%
 

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Holdings: HCMEX

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Sector Weightings

SectorHCMEX
Technology   52.52%
Consumer Cyclical   14.62%
Communication Services   13.49%
Healthcare   6.03%
Consumer Defensive   4.22%
Financial Services   3.54%
Industrials   2.36%
Basic Materials   1.18%
Utilities   0.96%
Real Estate   0.77%
Energy   0.31%
View More

Recent News: HCMEX

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Research Reports: HCMEX

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