HCM Tactical Plus Fund Class R
HCMSX
NASDAQ
| Weiss Ratings | HCMSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | HCMSX-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 | HCMSX-NASDAQ | Click to Compare |
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| Fund Name | HCM Tactical Plus Fund Class R | |||
| 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 | 2,500.00 | |||
| Minimum Subsequent Investment | 500.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HCMSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | HCMSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.68% | |||
| Asset Allocation | HCMSX-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 | HCMSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -6.59% | |||
| 30-Day Total Return | -11.70% | |||
| 60-Day Total Return | -7.30% | |||
| 90-Day Total Return | -7.50% | |||
| Year to Date Total Return | -0.20% | |||
| 1-Year Total Return | -1.79% | |||
| 2-Year Total Return | 26.67% | |||
| 3-Year Total Return | 76.31% | |||
| 5-Year Total Return | 28.86% | |||
| Price | HCMSX-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 | HCMSX-NASDAQ | Click to Compare |
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| Nav | $34.01 | |||
| 1-Month Low NAV | $33.65 | |||
| 1-Month High NAV | $39.28 | |||
| 52-Week Low NAV | $30.06 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $39.28 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | HCMSX-NASDAQ | Click to Compare |
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| Beta | 1.43 | |||
| Standard Deviation | 21.39 | |||
| Balance Sheet | HCMSX-NASDAQ | Click to Compare |
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| Total Assets | 1.95B | |||
| Operating Ratios | HCMSX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.25% | |||
| Turnover Ratio | 100.00% | |||
| Performance | HCMSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 33.24% | |||
| Last Bear Market Total Return | -21.00% | |||