Hcm Dividend Sector Fund Quote
| HCMPX Fund | USD 16.61 0.08 0.48% |
PerformanceVery Weak
| Odds Of DistressLow
|
Hcm Dividend is trading at 16.61 as of the 20th of March 2025; that is 0.48 percent down since the beginning of the trading day. The fund's open price was 16.69. Hcm Dividend has about a 21 % 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 seeks to achieve its investment objective through investments in dividend paying equity securities of companies included in the SP 500 plus other investment companies , including investment companies that use leverage and cash and cash equivalents and put and call options. More on Hcm Dividend Sector
Moving together with Hcm Mutual Fund
Hcm Mutual Fund Highlights
| Fund Concentration | Howard Capital Management Funds, Large Value Funds, Large Value, Howard Capital Management (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Hcm Dividend Sector [HCMPX] is traded in USA and was established 20th of March 2025. Hcm Dividend is listed under Howard Capital Management category by Fama And French industry classification. The fund is listed under Large Value category and is part of Howard Capital Management family. This fund currently has accumulated 1.34 B in assets under management (AUM) with no minimum investment requirementsHcm Dividend Sector is currently producing year-to-date (YTD) return of 2.24%, while the total return for the last 3 years was 5.96%.
Check Hcm Dividend 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 Dividend Sector 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 Dividend Sector Mutual Fund Constituents
| GILD | Gilead Sciences | Stock | Health Care | |
| FCX | Freeport McMoran Copper Gold | Stock | Materials | |
| TGT | Target | Stock | Consumer Staples | |
| URI | United Rentals | Stock | Industrials | |
| AES | The AES | Stock | Utilities | |
| MSFT | Microsoft | Stock | Information Technology | |
| QLD | ProShares Ultra QQQ | Etf | Trading--Leveraged Equity | |
| T | ATT Inc | Stock | Communication Services |
Hcm Dividend Sector Risk Profiles
| Mean Deviation | 1.25 | |||
| Standard Deviation | 2.07 | |||
| Variance | 4.3 | |||
| Risk Adjusted Performance | (0.16) |
Hcm Dividend Against Markets
Other Information on Investing in Hcm Mutual Fund
Hcm Dividend 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 Dividend security.
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