Hcm Tactical Growth Fund Quote
| HCMIX Fund | USD 26.46 0.13 0.49% |
PerformanceVery Weak
| Odds Of DistressLow
|
Hcm Tactical is trading at 26.46 as of the 20th of March 2025; that is 0.49 percent down since the beginning of the trading day. The fund's open price was 26.59. Hcm Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund adviser seeks to achieve its investment objective through investments in domestic equity securities of any market capitalization, investment companies and cash and cash equivalents and put and call options. When the fund is out of the market, it invests in cash and cash equivalents andor put options to hedge the funds equities and to reduce volatility. More on Hcm Tactical Growth
Moving together with Hcm Mutual Fund
Hcm Mutual Fund Highlights
| Fund Concentration | Howard Capital Management Funds, Large Growth Funds, Large Growth, Howard Capital Management (View all Sectors) |
| Update Date | 31st of March 2025 |
Hcm Tactical Growth [HCMIX] is traded in USA and was established 20th of March 2025. Hcm Tactical is listed under Howard Capital Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Howard Capital Management family. This fund currently has accumulated 222.08 M in assets under management (AUM) with minimum initial investment of 100 K. Hcm Tactical Growth is currently producing year-to-date (YTD) return of 1.95%, while the total return for the last 3 years was 8.5%.
Check Hcm Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hcm Tactical Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hcm Tactical Growth Mutual Fund Constituents
| VUG | Vanguard Growth Index | Etf | Large Growth | |
| ARKK | ARK Innovation ETF | Etf | Mid-Cap Growth | |
| MGK | Vanguard Mega Cap | Etf | Large Growth | |
| VZ | Verizon Communications | Stock | Communication Services | |
| BLOK | Amplify Transformational Data | Etf | Digital Assets | |
| XLV | Health Care Select | Etf | Health | |
| UWM | ProShares Ultra Russell2000 | Etf | Trading--Leveraged Equity | |
| EXC | Exelon | Stock | Utilities |
Hcm Tactical Growth Risk Profiles
| Mean Deviation | 1.57 | |||
| Standard Deviation | 2.21 | |||
| Variance | 4.9 | |||
| Risk Adjusted Performance | (0.16) |
Hcm Tactical Against Markets
Other Information on Investing in Hcm Mutual Fund
Hcm Tactical financial ratios help investors to determine whether Hcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hcm with respect to the benefits of owning Hcm Tactical security.
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