$
12.58
Change
-0.04 -0.32%
Mar 27, 2023
YTD return
-0.55%
5 yr avg return
n/a
Total net assets
7.10M
52 week low
52 week high
$12.47
$15.19
Yield
0.00%
Fees & Expenses
Front load
0.00%
Deferred load
0.00%
Max. redemption fee
0.00%
Total expense ratio
1.10%
12 b-1
n/a
Turnover
128.00%
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)
n/a
Capital gain (YTD)
n/a
Risk Measures
Alpha
-0.16
Beta
0.65
Standard deviation
4.39
R. squared
0.78
Min. Investment
Standard (taxable)
50000
IRA
1000
Mutual Fund Prospectuses
MarketWatch News on HCMLX
Lipper Leader
YTD Lipper Ranking: Quintile 3 (41th percentile)
Lipper Ranking & Performance
| Fund return | Category | Index (Barclay US Agg) |
% rank in category | Quintile rank | |
|---|---|---|---|---|---|
| YTD | -0.55% | -2.35% | 0.41% | 41% | 3 |
| 1yr | -16.13% | -8.49% | -9.72% | 96% | 5 |
| 3yr | 7.48% | 2.89% | -3.77% | 7% | 1 |
| 5yr | n/a | 1.21% | 0.53% | n/a | 0 |
| 10yr | n/a | 2.62% | 1.12% | n/a | 0 |
Calculate Growth of 10k
Starting year:
Initial amount USD:
Estimated current value USD:
$15,108
Fund Comparison
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Fund Details
Category
Flexible Income Funds
Fund family
n/a
Fund status
Open
Fund inception
September 11, 2019
Manager
Team Managed
Investment Policy
The Fund seeks to achieve its investment objective through investments in exchange traded funds that invest in foreign (including emerging markets) and domestic equity securities of any market capitalization and fixed income securities of any maturity, duration, and credit quality (including junk bonds).
Top Holdings
| Company | Symbol | % of total net assets |
|---|
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