About HCEGX
HC Capital Trust – The U.S. Equity Portfolio is an open-end mutual fund focused on investing in the public equity markets of the United States. Managed by HC Capital Solutions and co-managed by Mellon Investments Corporation, Monashee Investment Management, and Parametric Portfolio Associates, the fund seeks to provide exposure to a broad spectrum of U.S. companies by holding both growth and value stocks across all market capitalizations. Its portfolio encompasses over 1,000 holdings, with notable concentrations in leading technology, healthcare, and financial firms such as Apple, Microsoft, NVIDIA, Amazon, Meta Platforms, Alphabet, and Eli Lilly. The fund’s strategy includes both direct equity investments and the use of derivatives like options, allowing for diversified sector and size allocation. Designed to reflect the performance of the overall U.S. equity market, the portfolio tracks the MSCI USA Index as its benchmark. The fund has a long-term presence in the market, having been established in 1995, and distributes dividends on a quarterly basis, supporting its role as a core holding for investors seeking broad-based U.S. equity exposure.
Stock Exchange NASDAQ
Ticker Symbol HCEGX
HCEGX had a total return of 34.58% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.12%.
