About HCMKX
HCM Income Plus Fund Investor Class is an actively managed mutual fund designed to deliver total return through a flexible, multi-asset approach. The fund employs a proactive quantitative investment strategy, focusing on investing in a range of income-generating exchange-traded funds (ETFs). Its holdings can span various asset classes, including utilities, convertible bonds, fixed income securities of any maturity or credit quality—such as high-yield or "junk" bonds—and growth-oriented equity ETFs. Notably, the fund’s allocation is not fixed; instead, it dynamically shifts its exposure to concentrate on sectors exhibiting relative strength according to the advisor’s proprietary models. This allows the portfolio to maintain a tactical allocation, potentially investing significant amounts in a single asset class when warranted by market conditions. The fund is characterized by active trading and frequent rebalancing in response to market trends, aiming to keep investments positioned in the strongest sectors as defined by the quantitative model. With this approach, HCM Income Plus Fund Investor Class serves investors seeking a diversified, multi-asset portfolio geared toward generating income and total returns in varying market environments.
Fund Family Howard Capital Management
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol HCMKX
Share Class Investor Class Shares
Index Bloomberg U.S. Aggregate Bond TR
HCMKX had a total return of 10.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.09%.
