Morningstar

HCM Sector Plus Fund Investor Class HCMPX

Morningstar Medalist Rating
Medalist Rating as of | See Howard Capital Management Investment Hub
  • NAV / 1-Day Return 22.39  /  +0.86 %
  • Total Assets 2.1B
  • Adj. Expense Ratio
    2.720%
  • Expense Ratio 2.350%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 81%

USD | NAV as of Oct 07, 2026 | 1-Day Return as of Oct 07, 2026, 12:44 AM GMT+0

Morningstar’s Analysis HCMPX

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

  • People Pillar

    The People Pillar is our evaluation of the HCMPX 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 HCMPX’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 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 HCMPX

More HCMPX 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

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Vanguard High Dividend Yield ETF

8.99 186M
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iShares Select Dividend ETF

7.95 164M
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Hcm Bbh Sweep

1.77 37M
Cash and Equivalents

Paramount Skydance Corp Ordinary Shares - Class B

0.31 6M
Communication Services

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0.31 6M
Technology

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