HCM Tactical Plus FundHCMDX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.8B
Expense ratio
2.73%
1-year return
+17.4%
3 years, a year
+19.1%
5 years, a year
+7.3%
12-month yield
2.67%
Holdings
29
What it aims to do.
Long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust | 23.03% |
| SPDR Series Trust | 23.03% |
| Invesco QQQ Trust, Series 1 | 17.82% |
| Vanguard World Fund | 9.31% |
| Hcm Bbh Sweep | 5.91% |
| Tidal Trust I | 5.19% |
| Vanguard Index Funds | 3.51% |
| Vanguard Index Funds | 3.09% |
| VanEck ETF Trust | 3.01% |
| iShares Trust | 2.99% |
More on HCMDX.
- HCMDX overview
- HCMDX holdings
- HCMDX risk
- HCMDX costs
- HCMDX money in and out
- HCMDX share classes
- Compare HCMDX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.