About HCMSX
HCM Tactical Growth Fund Class R is an actively managed mutual fund designed to pursue long-term capital appreciation through a distinctive tactical approach. The fund invests primarily in domestic equity securities across all market capitalizations, but it also deploys capital into other investment vehicles such as mutual funds, closed-end funds, exchange-traded funds (ETFs), as well as cash, cash equivalents, and derivatives including put and call options. Utilizing a proprietary quantitative model, the fund dynamically shifts its allocation between equities and defensive assets based on market conditions, seeking to capitalize on sector strength and mitigate downside risk. The advisor employs the HCM-BuyLine® methodology to identify market trends, allowing the portfolio to move from being fully invested in equities to holding cash or short-term bonds during periods of anticipated market weakness. This flexible, tactical asset allocation aims to participate in market growth while seeking to protect capital during downturns. HCM Tactical Growth Fund Class R plays a role for investors needing an adaptive strategy that integrates active trading, quantitative analysis, and risk management within a growth-oriented mutual fund structure.
Fund Family Howard Capital Management
Category Multi-Cap Growth
Performance Rating Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol HCMSX
Share Class Hcm Tactical Growth Fund Class R Shares
Index S&P 500 TR
HCMSX had a total return of 11.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.35%.
