Morningstar

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 Mutual Funds List

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
HCM Multi-Asset Plus Fund Investor Class SharesHCMKXModerate Allocation
10.80%62.390%HighLevel Load$2,500
HCM Multi-Asset Plus Fund Class A SharesHCMEXModerate Allocation
11.48%41.640%HighFront Load$2,500
HCM Multi-Asset Plus Fund Class I SharesHCMLXModerate Allocation
11.64%41.390%HighInstitutional$50,000
HCM Sector Plus Fund Class AHCMNXLarge Value
7.48%831.970%HighFront Load$2,500
HCM Sector Plus Fund Class A1HCMWXLarge Value
7.38%842.120%HighFront Load$2,500
HCM Sector Plus Fund Investor ClassHCMPXLarge Value
6.90%862.720%HighLevel Load$2,500
HCM Tactical Plus Fund Class RHCMSXLarge Growth
13.03%352.250%HighRetirement, Large$2,500
HCM Tactical Plus Fund Class IHCMIXLarge Growth
13.23%331.730%HighInstitutional$50,000
HCM Sector Plus Fund Class IHCMQXLarge Value
7.70%821.720%HighInstitutional$50,000
HCM Tactical Plus Fund Investor ClassHCMDXLarge Growth
12.39%392.730%HighLevel Load$2,500
HCM Dynamic Income Fund Class I SharesHCMUXNontraditional Bond
1.82%271.970%HighInstitutional$50,000
HCM Sector Plus Fund Class RHCMZXLarge Value
7.50%831.860%HighRetirement, Medium$0
HCM Dynamic Income Fund Class A SharesHCMBXNontraditional Bond
1.72%282.220%HighFront Load$2,500
HCM Tactical Plus Fund Class AHCMGXLarge Growth
13.03%351.980%HighFront Load$2,500
HCM Dynamic Income Fund Investor Class SharesHCMFXNontraditional Bond
1.06%402.970%HighLevel 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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center