Morningstar

HCM Tactical Plus Fund Investor Class HCMDX

Morningstar Medalist Rating
Medalist Rating as of | See Howard Capital Management Investment Hub
  • NAV / 1-Day Return 33.81  /  +0.54 %
  • Total Assets 2.2B
  • Adj. Expense Ratio
    2.730%
  • Expense Ratio 2.360%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 264%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis HCMDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

HCM Tactical Plus Investor 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

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Portfolio Holdings HCMDX

More HCMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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