HCMNX : HCM Dividend Sector Plus Fund Class A

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

HCMNX

HCM Dividend Sector Plus Fund Class A

FI Score

27 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

27% FI Score
  • hcmnx
  • Mutual Fund
  • US Stocks
  • Large Value

HCM Dividend Sector Plus Fund Class A

Expenses: 2.19% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective through investments in (i) dividend paying equity securities of companies included in the S&P 500; (ii) "plus" other investment companies (mutual funds, closed-end funds and ETFs), including investment companies that use leverage; and (iii) cash and cash equivalents and put options. Its investment adviser seeks to invest in companies in the S&P 500 TR Index of any market capitalization that are paying the highest dividend yields in each of the 10 major S&P 500 industry sectors.

Largest Holdings

Amount Holding
13.86% Vanguard Dividend Appreciation ETF
5.76% ProShares Ultra QQQ
2.91% VanEck Vectors Morningstar Wide Moat ETF
2.88% SPDR® S&P 500 ETF Trust

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