HCM Dynamic Income FundHCMUX
Type
Mutual fund
Peer group
Allocation
Net assets
$132.9M
Expense ratio
1.97%
1-year return
+11.8%
3 years, a year
+5.8%
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 HCMUX.
- HCMUX overview
- HCMUX holdings
- HCMUX risk
- HCMUX costs
- HCMUX money in and out
- HCMUX share classes
- Compare HCMUX 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.