About HCMEX
HCM Income Plus Fund Class A Shares is a multi-asset mutual fund focused on generating total returns through a dynamic and actively managed portfolio. The fund employs a quantitative approach to invest primarily in exchange-traded funds (ETFs) that span both domestic and international markets, covering asset classes such as equities—across all market capitalizations—as well as fixed income securities of various maturities and credit qualities, including high-yield bonds. Utilizing proprietary strength criteria, the fund seeks to allocate capital to sectors and asset classes deemed strongest by its model at any point in time, resulting in a flexible asset allocation strategy that is not fixed and may shift significantly in response to market conditions. The portfolio commonly features diversified holdings in growth equities, aggregate bonds, convertible bonds, utilities, and short-term government securities. By blending income-producing strategies with active sector rotation, the HCM Income Plus Fund aims to provide investors with a balance of income and capital appreciation potential, positioning itself as a versatile tool for seeking returns in a dynamic market environment.
Fund Family Howard Capital Management
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol HCMEX
Share Class Class A Shares
Index Bloomberg U.S. Aggregate Bond TR
HCMEX had a total return of 16.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.03%.
