HCM Tactical Plus Fund Investor Class (HCMDX)

Fund Assets	2.12B
Expense Ratio	2.77%
Min. Investment	$2,500
Turnover	264.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 26, 2025

Previous Close	33.21
YTD Return	6.27%
1-Year Return	14.91%
5-Year Return	56.93%
52-Week Low	27.36
52-Week High	35.30
Beta (5Y)	1.15
Holdings	32
Inception Date	Jul 30, 2014

About HCMDX

The HCM Tactical Growth Fund Investor Class is an actively managed mutual fund designed to pursue long-term capital appreciation through a tactical growth strategy. It utilizes a quantitative investment model, including the proprietary HCM-BuyLine® methodology, to dynamically allocate assets among domestic equities of any market capitalization, exchange-traded funds (ETFs), mutual funds, and, when risk criteria dictate, money market instruments and short-term bonds. The fund's approach is intended to capture upside growth potential during favorable market conditions and mitigate losses by shifting to defensive positions during periods of market volatility or decline. The portfolio often holds concentrated positions in large-cap growth sectors, with significant allocations to popular growth-oriented ETFs and leading technology companies. The fund is classified in the large blend or large growth category and is tailored for investors seeking an opportunistic, actively traded strategy that emphasizes downside risk management using quantitative sector and market strength analysis.

• Fund Family: Howard Capital Management
• Category: Large Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: HCMDX
• Share Class: Investor Shares
• Index: S&P 500 TR

Performance

HCMDX had a total return of 14.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.58%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FCAKX	Fidelity	Fidelity Capital Appreciation K	0.58%
FDCAX	Fidelity	Fidelity Capital Appreciation Fund	0.66%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
HCMIX	Class I Shares	1.77%
HCMGX	Class A Shares	2.02%

Top 10 Holdings

92.88% of assets

Name	Symbol	Weight
ProShares Ultra S&P 500	SSO	19.00%
Invesco QQQ Trust Series I	QQQ	18.77%
ProShares Ultra QQQ	QLD	15.65%
Vanguard Morningstar Mega Cap Growth ETF	MGK	9.66%
ProShares UltraPro QQQ	TQQQ	9.65%
Fundstrat Granny Shots US Large Cap ETF	GRNY	5.19%
iShares Semiconductor ETF	SOXX	4.06%
VanEck Semiconductor ETF	SMH	3.75%
Vanguard Morningstar Growth ETF	VUG	3.63%
Hcm Bbh Sweep	n/a	3.51%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2025	$0.926	Dec 29, 2025
Dec 19, 2024	$3.1877	Dec 20, 2024
Dec 20, 2022	$0.1264	Dec 21, 2022
Dec 21, 2021	$0.2847	Dec 22, 2021
Dec 22, 2020	$0.6799	Dec 22, 2020
Dec 21, 2018	$0.591	Dec 21, 2018

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Sep 10, 2026

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