Hcm Income Plus Fund Quote
| HCMLX Fund | USD 16.71 0.10 0.60% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Hcm Income is trading at 16.71 as of the 18th of January 2025; that is 0.60 percent up since the beginning of the trading day. The fund's open price was 16.61. Hcm Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of October 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective through investments in ETFs that invest in foreign and domestic equity securities of any market capitalization fixed income securities of any maturity, duration and credit quality investment companies and cash and cash equivalents and put and call options. More on Hcm Income Plus
Moving together with Hcm Mutual Fund
Hcm Mutual Fund Highlights
| Update Date | 31st of December 2024 |
Hcm Income Plus [HCMLX] is traded in USA and was established 18th of January 2025. Hcm Income is listed under Howard Capital Management category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Howard Capital Management family. This fund currently has accumulated 160.1 M in assets under management (AUM) with minimum initial investment of 50 K. Hcm Income Plus is currently producing year-to-date (YTD) return of 1.43% with the current yeild of 0.01%, while the total return for the last 3 years was 4.68%.
Check Hcm Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hcm Income Plus Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hcm Income Plus Mutual Fund Constituents
| ARKK | ARK Innovation ETF | Etf | Mid-Cap Growth | |
| BIL | SPDR Bloomberg 1 3 | Etf | Ultrashort Bond | |
| CWB | SPDR Bloomberg Convertible | Etf | Convertibles | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| ICVT | iShares Convertible Bond | Etf | Convertibles | |
| IUSB | iShares Core Total | Etf | Intermediate Core-Plus Bond | |
| MGK | Vanguard Mega Cap | Etf | Large Growth | |
| PCY | Invesco Emerging Markets | Etf | Emerging Markets Bond |
Hcm Income Plus Risk Profiles
| Mean Deviation | 0.9906 | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.56 | |||
| Risk Adjusted Performance | (0.05) |
Hcm Income Against Markets
Other Information on Investing in Hcm Mutual Fund
Hcm Income financial ratios help investors to determine whether Hcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hcm with respect to the benefits of owning Hcm Income security.
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