HCM Tactical Plus Fund Class I
HCMIX
NASDAQ
| Weiss Ratings | HCMIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | HCMIX-NASDAQ | Click to Compare |
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| Provider | Howard Capital Management | |||
| Manager/Tenure (Years) | Vance Howard (12) | |||
| Website | http://www.howardcmfunds.com | |||
| Fund Information | HCMIX-NASDAQ | Click to Compare |
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| Fund Name | HCM Tactical Plus Fund Class I | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 30, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 50,000.00 | |||
| Minimum Subsequent Investment | 500.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HCMIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | HCMIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.68% | |||
| Asset Allocation | HCMIX-NASDAQ | Click to Compare |
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| Cash | 11.97% | |||
| Stock | 87.17% | |||
| U.S. Stock | 84.97% | |||
| Non-U.S. Stock | 2.20% | |||
| Bond | 0.57% | |||
| U.S. Bond | 0.57% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.29% | |||
| Price History | HCMIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -6.60% | |||
| 30-Day Total Return | -11.68% | |||
| 60-Day Total Return | -7.28% | |||
| 90-Day Total Return | -7.45% | |||
| Year to Date Total Return | 0.00% | |||
| 1-Year Total Return | -1.54% | |||
| 2-Year Total Return | 27.31% | |||
| 3-Year Total Return | 77.68% | |||
| 5-Year Total Return | 30.51% | |||
| Price | HCMIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HCMIX-NASDAQ | Click to Compare |
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| Nav | $34.63 | |||
| 1-Month Low NAV | $34.27 | |||
| 1-Month High NAV | $39.99 | |||
| 52-Week Low NAV | $30.56 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $39.99 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | HCMIX-NASDAQ | Click to Compare |
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| Beta | 1.43 | |||
| Standard Deviation | 21.39 | |||
| Balance Sheet | HCMIX-NASDAQ | Click to Compare |
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| Total Assets | 1.95B | |||
| Operating Ratios | HCMIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.73% | |||
| Turnover Ratio | 100.00% | |||
| Performance | HCMIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 33.52% | |||
| Last Bear Market Total Return | -20.91% | |||