HCM Dynamic Income FundHCMBX
Type
Mutual fund
Peer group
Allocation
Net assets
$132.9M
Expense ratio
2.22%
1-year return
+11.5%
3 years, a year
+5.5%
5 years, a year
—
Holdings
6
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust | 20.85% |
| iShares Trust | 20.33% |
| SPDR Series Trust | 20.33% |
| SPDR Series Trust | 18.62% |
| Hcm Bbh Sweep | 10.38% |
| iShares Trust | 9.64% |
More on HCMBX.
- HCMBX overview
- HCMBX holdings
- HCMBX risk
- HCMBX costs
- HCMBX money in and out
- HCMBX share classes
- Compare HCMBX 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.