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HCM Tactical Growth Fund;A

NAS: HCMGX

GO
/zigman2/quotes/208647207/realtime

$

20.35

Change

+0.09 +0.44%

Jul 1, 2022

YTD return

-32.84%

5 yr avg return

13.86%

Total net assets

752.50M

52 week low

52 week high

$19.92

$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

0.38

Beta

1.21

Standard deviation

7.13

R. squared

0.82

Min. Investment

Standard (taxable)

2500

IRA

1000

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MarketWatch News on HCMGX

Lipper Leader

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

YTD Lipper Ranking: Quintile 4 (64th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -32.84% -31.84% n/a 64% 4
1yr -21.69% -29.08% n/a 30% 2
3yr 17.82% 6.21% n/a 2% 1
5yr 13.86% 10.15% n/a 17% 1
10yr n/a 11.83% n/a 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

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
Cisco Systems Inc. CSCO 0.06
Advanced Micro Devices Inc. AMD 0.06
eBay Inc. EBAY 0.06
Monster Beverage Corp. MNST 0.06
Omnicom Group Inc. OMC 0.07
Microsoft Corp. MSFT 0.07
Apple Inc. AAPL 0.07
KLA Corp. KLAC 0.07
W.W. Grainger Inc. GWW 0.07
Lowe's Cos. LOW 0.07
Philip Morris International Inc. PM 0.07
Analog Devices Inc. ADI 0.07
NVIDIA Corp. NVDA 0.08
Alphabet Inc. Cl C GOOG 0.08
American Express Co. AXP 0.09
Vanguard Growth Index Fund;ETF n/a 0.51
Vanguard Dividend Appreciation Index Fund;ETF n/a 0.58
Salesforce Inc. CRM 0.75
iShares US Technology ETF n/a 2.22
iShares Semiconductor ETF n/a 2.5
ProShares Ultra Technology n/a 3.81
Invesco QQQ Trust Series 1 n/a 8.15
Vanguard Mega Cap Growth Index Fund;ETF n/a 8.61
ProShares Ultra S&P500 n/a 11.11
ProShares Ultra QQQ n/a 15.82
/news/nonmarketwatch/company/us/hcmgx

Other News on HCMGX

No News currently available for HCMGX

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