HCMGX – HCM Tactical Plus A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund adviser seeks to achieve its investment objective through investments in (i) domestic equity securities of any market capitalization, (ii) investment companies (mutual funds, closed-end funds and ETFs) and (iii) cash and cash equivalents and put and call options. When the fund is out of the market, it invests in cash and cash equivalents and/or put options to hedge the fund’s equities and to reduce volatility. The fund may be invested from 0-100% in cash and cash equivalents and/or put and call options and 0-100% in equities depending on the strength of the trend identified by the HCM-BuyLine®.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HCMIX	HCM Tactical Plus Fund Class I	Institutional	Open			Jul 30, 2014	$227.90M	1.730%	High	$50,000	$34.89M
HCMGX	HCM Tactical Plus Fund Class A	Front Load	Open			Jul 30, 2014	$1.19B	1.980%	High	$2,500	−$153.34M
HCMDX	HCM Tactical Plus Fund Investor Class	Level Load	Open			Jul 30, 2014	$752.65M	2.730%	High	$2,500	$36.78M
HCMSX	HCM Tactical Plus Fund Class R	Retirement, Large	Open			Jul 30, 2014	$48.00	2.250%	High	$2,500	$0.11

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