About HCMLX
HCM Income Plus Fund Class I Shares is an actively managed mutual fund designed to seek total return through a flexible, multi-asset class approach. The fund primarily invests in a diversified selection of exchange-traded funds (ETFs) that span various asset classes, including domestic and foreign equities, utilities, convertible bonds, and fixed income securities of any maturity and credit quality, such as high-yield ('junk') bonds. Leveraging a proprietary quantitative model, the fund aims to concentrate its holdings in the market's strongest sectors at any given time, enabling dynamic, tactical asset allocation.
Distinctively, the portfolio is not fixed and may experience frequent adjustments in response to changing market conditions as determined by the advisor’s strength criteria. As of the latest data, the fund's holdings include prominent ETFs such as the Vanguard Mega Cap Growth ETF, Invesco QQQ Trust, and iShares Core U.S. Aggregate Bond ETF, reflecting its balanced focus on both growth and income opportunities. Launched in 2016, HCM Income Plus Fund Class I Shares plays a significant role for investors seeking active asset allocation, income, and risk-managed exposure across multiple sectors within a single vehicle.
Fund Family Howard Capital Management
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol HCMLX
Share Class Class I Shares
Index Bloomberg U.S. Aggregate Bond TR
HCMLX had a total return of 16.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.87%.
