HCMUX Mutual Fund

HCMUX Mutual Fund (HCM Dynamic Income Fund Class I) is managed by Howard Capital Management with $14.5M in net assets. HCMUX expense ratio is 1.97%, holding 6 positions across sectors including Financials. Inception date: 2022-06-30.

HCMUX performance shows a YTD return of 0.66%. The 1-year return is 1.48%. HCMUX dividend yield stands at 2.42%, paid annually.

HCMUX top holdings include State Street Spdr Bloomberg Convertible Securities Etf (24.4%), Ishares Convertible Bond ETF (23.6%), Ishares Iboxx $ High Yield Corporate Bond Fund (20.5%), SPDR Bloomberg High Yield Bond ETF (19.1%), Ishares JP Morgan USD Emerging Markets Bond ETF (10.3%). Go to all HCMUX holdings, HCMUX sectors, or HCMUX dividends.

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