Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Howard Capital Management Mutual Funds
View all of Howard Capital Management’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Howard Capital Management Funds List
Share Class Type
1 to 15 of 15 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| HCM Dividend Sector Plus A | HCMNX | Large Value | 5.82% | 11 | 1.880% | High | Front Load | $2,500 | ||
| HCM Dividend Sector Plus A1 | HCMWX | Large Value | 8.01% | 11 | 2.030% | High | Front Load | $2,500 | ||
| HCM Dividend Sector Plus I | HCMQX | Large Value | 8.20% | 11 | 1.630% | High | Institutional | $50,000 | ||
| HCM Dividend Sector Plus Investor | HCMPX | Large Value | 7.78% | 34 | 2.630% | High | Level Load | $2,500 | ||
| HCM Dividend Sector Plus R | HCMZX | Large Value | 8.06% | 11 | 1.860% | High | Retirement, Medium | — | ||
| HCM Income Plus A | HCMEX | Moderate Allocation | 4.07% | 15 | 1.500% | High | Front Load | $2,500 | ||
| HCM Income Plus Investor | HCMKX | Moderate Allocation | 5.52% | 9 | 2.250% | High | Level Load | $2,500 | ||
| HCM Tactical Growth A | HCMGX | Large Growth | 7.56% | 68 | 1.940% | High | Front Load | $2,500 | ||
| HCM Tactical Growth I | HCMIX | Large Growth | 7.65% | 67 | 1.680% | High | Institutional | $50,000 | ||
| HCM Tactical Growth Investor | HCMDX | Large Growth | 7.29% | 70 | 2.680% | High | Level Load | $2,500 | ||
| HCM Tactical Growth R | HCMSX | Large Growth | 7.55% | 68 | 2.250% | High | Retirement, Large | $2,500 | ||
| HCM Income Plus I | HCMLX | Moderate Allocation | 5.89% | 6 | 1.250% | High | Institutional | $50,000 | ||
| HCM Dynamic Income A | HCMBX | Nontraditional Bond | — | −3.58% | 98 | 2.090% | High | Front Load | $2,500 | |
| HCM Dynamic Income I | HCMUX | Nontraditional Bond | — | −3.58% | 98 | 1.830% | High | Institutional | $50,000 | |
| HCM Dynamic Income Investor | HCMFX | Nontraditional Bond | — | −3.79% | 98 | 2.840% | High | Level Load | $2,500 |
Howard Capital Management Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank