HCM Sector Plus FundHCMZX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.8B
Expense ratio
—
1-year return
+17.0%
3 years, a year
+16.5%
5 years, a year
+8.8%
12-month yield
0.72%
Holdings
59
What it aims to do.
Long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust | 20.79% |
| SPDR Series Trust | 20.79% |
| Vanguard Specialized Funds | 14.17% |
| SPY State Street Spdr S&p 500 Etf Trust | 9.57% |
| Vanguard Whitehall Funds | 9.20% |
| iShares Trust | 8.40% |
| Hcm Bbh Sweep | 5.07% |
| RL Ralph Lauren Corp. | 0.50% |
| C Citigroup Inc. | 0.46% |
| ETR Entergy Corporation | 0.40% |
More on HCMZX.
- HCMZX overview
- HCMZX holdings
- HCMZX risk
- HCMZX costs
- HCMZX money in and out
- HCMZX share classes
- Compare HCMZX 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.