Hcm Dividend Sector Fund Quote
| HCMZX Fund | USD 22.75 0.22 0.98% |
Performance15 of 100
| Odds Of DistressLess than 16
|
Hcm Dividend is trading at 22.75 as of the 30th of November 2024; that is 0.98 percent increase since the beginning of the trading day. The fund's open price was 22.53. Hcm Dividend has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Hcm Dividend Sector are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. 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 | 30th of September 2024 |
Hcm Dividend Sector [HCMZX] is traded in USA and was established 30th of November 2024. 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 463.46 M in assets under management (AUM) with no minimum investment requirementsHcm Dividend Sector is currently producing year-to-date (YTD) return of 27.84% with the current yeild of 0.0%, while the total return for the last 3 years was 5.95%.
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
| AMGN | Amgen Inc | Stock | Health Care | |
| VIG | Vanguard Dividend Appreciation | Etf | Large Blend | |
| IP | International Paper | Stock | Materials | |
| VUG | Vanguard Growth Index | Etf | Large Growth | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| FLR | Fluor | Stock | Industrials | |
| HPE | Hewlett Packard Enterprise | Stock | Information Technology | |
| AES | The AES | Stock | Utilities |
Hcm Dividend Sector Risk Profiles
| Mean Deviation | 0.7862 | |||
| Semi Deviation | 0.8104 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 |
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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