HCM Multi-Asset Plus FundHCMEX
Type
Mutual fund
Peer group
Allocation
Net assets
$745.6M
Expense ratio
1.64%
1-year return
+19.2%
3 years, a year
+15.5%
5 years, a year
+5.5%
Holdings
10
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust | 23.07% |
| Invesco QQQ Trust, Series 1 | 17.16% |
| iShares Trust | 16.13% |
| SPDR Series Trust | 16.13% |
| Tidal Trust I | 9.36% |
| Vanguard Bond Index Funds | 6.53% |
| Hcm Bbh Sweep | 4.69% |
| VanEck ETF Trust | 2.90% |
| iShares Trust | 2.87% |
| MSFT Microsoft Corp. | 1.29% |
More on HCMEX.
- HCMEX overview
- HCMEX holdings
- HCMEX risk
- HCMEX costs
- HCMEX money in and out
- HCMEX share classes
- Compare HCMEX 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.