Nasdaq - Delayed Quote USD

HCM Dividend Sector Plus A1 (HCMWX)

18.19
+0.13
+(0.72%)
At close: May 16 at 8:01:05 PM EDT
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  • Previous Close 18.06
  • YTD Return -10.35%
  • Expense Ratio 2.20%
  • Category Large Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.54B
  • Beta (5Y Monthly) 0.97
  • 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

1.54B

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 5/15/2025. Category is Large Value.

YTD Return

HCMWX
10.35%
Category
4.44%
 

1-Year Return

HCMWX
5.08%
Category
14.37%
 

3-Year Return

HCMWX
5.91%
Category
6.04%
 

5-Year Return

HCMWX
14.95%
Category
9.20%
 

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Holdings: HCMWX

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Sector Weightings

SectorHCMWX
Financial Services   18.70%
Technology   17.09%
Healthcare   11.85%
Consumer Defensive   9.94%
Consumer Cyclical   8.81%
Industrials   8.63%
Utilities   8.61%
Communication Services   6.59%
Energy   5.67%
Basic Materials   3.58%
Real Estate   0.52%
View More

Recent News: HCMWX

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Research Reports: HCMWX

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