HCM Tactical Growth Fund;A

NAS: HCMGX

GO
/zigman2/quotes/208647207/realtime

$

19.47

Change

+0.27 +1.41%

Jan 31, 2023

YTD return

5.30%

5 yr avg return

7.82%

Total net assets

765.80M

52 week low

52 week high

$18.31

$28.11

Yield

0.00%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

1.00%

Total expense ratio

1.64%

12 b-1

0.25%

Turnover

107.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2022)

0.13

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.10

Beta

1.08

Standard deviation

7.41

R. squared

0.78

Min. Investment

Standard (taxable)

2500

IRA

1000

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MarketWatch News on HCMGX

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 1 Tax Efficiency: 5 Expense: 1

YTD Lipper Ranking: Quintile 5 (92th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 5.30% 9.22% 6.30% 92% 5
1yr -25.06% -17.24% -8.20% 85% 5
3yr 10.71% 5.84% 9.90% 13% 1
5yr 7.82% 7.94% 9.50% 52% 3
10yr n/a 11.61% 12.7% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$28,541

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Growth Funds

Fund family

n/a

Fund status

Open

Fund inception

July 30, 2014

Manager

Team Managed

Investment Policy

The Fund seeks long-term capital appreciation. The Fund seeks to achieve its investment objective by investing in domestic equity securities of any market capitalization, other investment companies (mutual funds (including funds that use leverage), closed-end funds and exchange traded funds) and cash and cash equivalents.

Top Holdings

Company Symbol % of total net assets
Monster Beverage Corp. MNST 0.12
Microsoft Corp. MSFT 0.12
Cisco Systems Inc. CSCO 0.12
Philip Morris International Inc. PM 0.12
Linde PLC LIN 0.12
Procter & Gamble Co. PG 0.12
Brown-Forman Corp. Cl B BF.B 0.12
Qualcomm Inc. QCOM 0.12
American Express Co. AXP 0.12
Garmin Ltd. GRMN 0.12
EOG Resources Inc. EOG 0.12
Alphabet Inc. Cl A GOOGL 0.12
Meta Platforms Inc. META 0.13
Broadcom Inc. AVGO 0.13
Advanced Micro Devices Inc. AMD 0.14
KLA Corp. KLAC 0.14
NVIDIA Corp. NVDA 0.14
Freeport-McMoRan Inc. FCX 0.14
Vanguard Dividend Appreciation Index Fund;ETF n/a 0.61
Invesco QQQ Trust Series 1 n/a 7.79
Vanguard Mega Cap Growth Index Fund;ETF n/a 8.13
Vanguard Growth Index Fund;ETF n/a 8.67
Technology Select Sector SPDR Fund n/a 9.63
ProShares Ultra QQQ n/a 13.83
ProShares Ultra S&P500 n/a 15.35
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Other News on HCMGX

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