HCMAX : Hillman Value Fund No Load Shares

HCMAX is a US Stocks Market Large Value with HIGH fees.

HCMAX

Hillman Value Fund No Load Shares

FI Score

22 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

22% FI Score
  • hcmax
  • Mutual Fund
  • US Stocks
  • Large Value

Hillman Value Fund No Load Shares

Expenses: 1.50% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term total return from a combination of income and capital gains. In seeking to achieve its objective, the fund invests primarily in common stocks of U.S. companies that the Advisor believes have competitive advantages, and have temporarily fallen out of favor for reasons that are considered non-recurring or short-term; whose value is not currently well known; or whose value is not fully recognized by the public.

Largest Holdings

Amount Holding
4.47% Amazon.com Inc
3.72% Plains All American Pipeline LP
3.59% Raytheon Technologies Corp
3.53% Pfizer Inc
3.44% Microsoft Corp
3.42% Kellogg Co
3.42% Becton, Dickinson and Co
3.35% Biogen Inc
3.34% Laboratory Corp of America Holdings
3.33% Verizon Communications Inc
3.27% Enterprise Products Partners LP
3.26% McDonald's Corp
3.26% Merck & Co Inc
3.25% Intel Corp
3.24% JPMorgan Chase & Co
3.24% Simon Property Group Inc
3.16% Bristol-Myers Squibb Company
3.12% The Kraft Heinz Co
2.95% Anheuser-Busch InBev SA/NV ADR
2.78% CVS Health Corp
2.76% Nike Inc B
2.72% Bank of America Corp
2.70% AT&T Inc
2.66% Compass Minerals International Inc
2.64% Stericycle Inc

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