HCM Sector Plus Fund Investor Class (HCMPX)

Fund Assets	2.00B
Expense Ratio	2.80%
Min. Investment	$2,500
Turnover	226.00%
Dividend (ttm)	0.09
Dividend Yield	0.40%
Dividend Growth	-96.64%
Payout Frequency	Annual
Ex-Dividend Date	Dec 26, 2025

Previous Close	22.12
YTD Return	7.54%
1-Year Return	16.48%
5-Year Return	66.87%
52-Week Low	18.96
52-Week High	22.67
Beta (5Y)	1.10
Holdings	61
Inception Date	Mar 11, 2015

About HCMPX

The HCM Dividend Sector Plus Fund Investor Class is an actively managed mutual fund focused on long-term capital appreciation with a strategy rooted in dividend growth and sector diversification. The fund primarily invests in dividend-paying equity securities of companies included in the S&P 500 Index, targeting those with the highest yields in each of the 10 major sectors. It also extends its reach to other investment vehicles such as mutual funds, closed-end funds, and exchange-traded funds, which may include leveraged investments. Notably, the fund employs quantitative trend analysis—through its proprietary HCM Buy-Line® model—to dynamically allocate between equities and cash, aiming to mitigate downside risk during volatile market periods. Additionally, the fund has the flexibility to use leverage up to one-third of its portfolio, potentially enhancing returns or managing exposure. Its structure allows for exposure to both traditional equities and diversified, yield-oriented instruments, positioning it as a large value fund with an emphasis on income and risk-adjusted growth. This fund appeals to investors seeking diversified access to high-dividend sectors combined with tactical risk management strategies.

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

Performance

HCMPX had a total return of 16.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.41%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
HCMQX	Class I Shares	1.80%
HCMNX	Class A Shares	2.05%
HCMWX	Class A1 Shares	2.20%

Top 10 Holdings

89.25% of assets

Name	Symbol	Weight
ProShares Ultra QQQ	QLD	16.60%
ProShares Ultra S&P 500	SSO	16.30%
Vanguard Dividend Appreciation ETF	VIG	13.92%
Direxion Daily S&P 500 Bull 3X ETF	SPXL	10.42%
State Street® SPDR® S&P 500® ETF	n/a	9.81%
Vanguard High Dividend Yield Index ETF	VYM	8.77%
iShares Select Dividend ETF	DVY	7.74%
Hcm Bbh Sweep	n/a	4.66%
Ralph Lauren Corporation	RL	0.52%
Citigroup Inc.	C	0.51%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2025	$0.0885	Dec 29, 2025
Dec 19, 2024	$2.6302	Dec 20, 2024
Dec 19, 2023	$0.8613	Dec 20, 2023
Dec 20, 2022	$1.2904	Dec 21, 2022
Dec 20, 2019	$0.0182	Dec 20, 2019
Dec 21, 2018	$1.2636	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:

Aug 27, 2026

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