Morningstar

HCM Sector Plus Fund Class A HCMNX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Howard Capital Management Investment Hub
  • NAV / 1-Day Return $23.68  /  −1.50 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 1.970%
  • Net Expense Ratio 1.600%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.13%
  • Turnover Ratio 81%
NAV and 1-Day Return as of

Morningstar’s Analysis HCMNX

Will HCMNX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HCMNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCMNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HCMNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

HCM Sector Plus A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HCMNX

More HCMNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ProShares Ultra S&P500

19.03 393M
—

ProShares Ultra QQQ

15.31 316M
—

Vanguard Dividend Appreciation ETF

14.08 291M
—

Direxion Daily S&P500® Bull 3X ETF

10.94 226M
—

State Street® SPDR® S&P 500® ETF

9.96 206M
—

Vanguard High Dividend Yield ETF

8.99 186M
—

iShares Select Dividend ETF

7.95 164M
—

Hcm Bbh Sweep

1.77 37M
Cash and Equivalents

Paramount Skydance Corp Ordinary Shares - Class B

0.31 6M
Communication Services

Cognizant Technology Solutions Corp Class A

0.31 6M
Technology

Sponsor Center