HCM Tactical Plus FundHCMSX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.8B
Expense ratio
—
1-year return
+18.2%
3 years, a year
+20.0%
5 years, a year
+8.1%
12-month yield
2.42%
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 HCMSX.
- HCMSX overview
- HCMSX holdings
- HCMSX risk
- HCMSX costs
- HCMSX money in and out
- HCMSX share classes
- Compare HCMSX 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.