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HCM Tactical Growth Fund;A

NAS: HCMGX

GO
/zigman2/quotes/208647207/realtime

$

25.82

Change

-0.72 -2.71%

Jan 21, 2022

YTD return

-14.79%

5 yr avg return

21.89%

Total net assets

1.09B

52 week low

52 week high

$21.20

$33.01

Yield

0.00%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

1.00%

Total expense ratio

1.65%

12 b-1

0.25%

Turnover

23.00%

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 (2021)

0.28

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.56

Beta

1.10

Standard deviation

6.23

R. squared

0.79

Min. Investment

Standard (taxable)

2500

IRA

1000

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MarketWatch News on HCMGX

Lipper Leader

Total Return: 5 Consistent Return: 4 Preservation: 3 Tax Efficiency: 5 Expense: 1

YTD Lipper Ranking: Quintile 3 (53th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -14.79% -14.63% -7.70% 53% 3
1yr 13.25% -4.76% 15.80% 5% 1
3yr 28.70% 19.73% 20.10% 4% 1
5yr 21.89% 17.62% 16.20% 18% 1
10yr n/a 14.63% 15.1% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$33,711

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

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
Garmin Ltd. GRMN 0.06
Analog Devices Inc. ADI 0.07
Cisco Systems Inc. CSCO 0.07
Xilinx Inc. XLNX 0.07
Lennar Corp. Cl A LEN 0.07
American Express Co. AXP 0.08
Microsoft Corp. MSFT 0.08
eBay Inc. EBAY 0.08
KLA Corp. KLAC 0.08
Lowe's Cos. LOW 0.08
Alphabet Inc. Cl C GOOG 0.09
NVIDIA Corp. NVDA 0.1
Amplify Transformational Data Sharing ETF n/a 0.85
ProShares Ultra Semiconductors n/a 1.53
Tesla Inc. TSLA 1.67
Financial Select Sector SPDR Fund n/a 2.2
Amazon.com Inc. AMZN 2.29
iShares Biotechnology ETF n/a 3.22
US Global Jets ETF n/a 4.07
ProShares Ultra Technology n/a 5.48
Invesco QQQ Trust Series 1 n/a 9.14
Vanguard Mega Cap Growth Index Fund;ETF n/a 9.74
iShares Semiconductor ETF n/a 13.15
ProShares Ultra S&P500 n/a 20.32
ProShares Ultra QQQ n/a 20.59
/news/nonmarketwatch/company/us/hcmgx

Other News on HCMGX

No News currently available for HCMGX

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