Morningstar

HCM Multi-Asset Plus Fund Class I Shares HCMLX

Morningstar Medalist Rating
Medalist Rating as of | See Howard Capital Management Investment Hub
  • NAV / 1-Day Return 20.20  /  −1.99 %
  • Total Assets 846.1M
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.080%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.41%
  • Turnover 187%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 1:02 AM GMT+0

Morningstar’s Analysis HCMLX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

HCM Multi-Asset Plus I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HCMLX

More HCMLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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