Hillman Value FundHCMAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$83.0M
Expense ratio
0.95%
1-year return
+8.6%
3 years, a year
+9.2%
5 years, a year
+6.5%
Holdings
39
What it aims to do.
The Fund seeks to provide long-term total return from a combination of income and capital gains.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 4.05% |
| VZ Verizon Communications Inc | 3.45% |
| BMY Bristol-myers Squibb Co | 3.39% |
| PFE Pfizer Inc | 3.14% |
| BIIB Biogen Inc | 3.11% |
| IFF International Flavors & Fragrances Inc | 3.08% |
| STZ Constellation Brands Inc | 2.96% |
| WBD Warner Bros Discovery Inc | 2.90% |
| CMCSA Comcast Corp | 2.87% |
| USB Us Bancorp | 2.85% |
More on HCMAX.
- HCMAX overview
- HCMAX holdings
- HCMAX risk
- HCMAX costs
- HCMAX money in and out
- HCMAX share classes
- Compare HCMAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.