HCMAX Mutual Fund

HCMAX Mutual Fund (Hillman Value Fund) is managed by Hillman Capital Management with $71.2M in net assets. HCMAX expense ratio is 0.95%, holding 42 positions across sectors including Consumer Staples, Health Care, Information Technology. Inception date: 2000-12-29.

HCMAX performance shows a YTD return of 15.42%. The 1-year return is 19.84% and the 5-year return is 8.07%. HCMAX dividend yield stands at 14.18%, paid annually.

HCMAX top holdings include Warner Bros. Discovery, Inc (3.3%), Microsoft Corp (3.2%), Adobe Systems (3.1%), Pfizer Inc (3.1%), Conagra Brands Inc. (3.0%). Go to all HCMAX holdings, HCMAX sectors, or HCMAX dividends.

HCMAX can be compared against other funds. Use HCMAX overlap to find shared positions, or HCMAX vs another fund for a side-by-side view. HCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.