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HCM Dynamic Income A HCMBX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Howard Capital Management Investment Hub

Morningstar’s Analysis HCMBX

Will HCMBX outperform in 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 HCMBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCMBX 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 HCMBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

HCM Dynamic Income A's recent Process Pillar rating increase more than offsets the negative impact of its fee hike, resulting in an improvement in its Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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