HCM Sector Plus A1 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.
HCM Sector Plus Fund Class A1 HCMWX
- NAV / 1-Day Return 23.26 / +0.95 %
- Total Assets 2.0B
-
Adj. Expense Ratio
2.120%
- Expense Ratio 1.760%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.01%
- Turnover 226%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:03 AM GMT+0
Morningstar’s Analysis HCMWX
Will HCMWX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HCMWX 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 HCMWX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 75.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ProShares Ultra QQQ | 14.60 | 284M | — |
Hcm Bbh Sweep | 14.45 | 281M | Cash and Equivalents |
Vanguard Dividend Appreciation ETF | 14.13 | 275M | — |
ProShares Ultra S&P500 | 13.81 | 269M | — |
State Street® SPDR® S&P 500® ETF | 9.91 | 193M | — |
Vanguard High Dividend Yield ETF | 9.16 | 178M | — |
iShares Select Dividend ETF | 8.08 | 157M | — |
Direxion Daily S&P500® Bull 3X ETF | 3.97 | 77M | — |
Citigroup Inc | 0.49 | 9M | Financial Services |
Ralph Lauren Corp Class A | 0.49 | 9M | Consumer Cyclical |
United States