Morningstar

HCM Income Plus Investor HCMKX

Morningstar Medalist Rating
Medalist Rating as of | See Howard Capital Management Investment Hub
  • NAV / 1-Day Return 16.93  /  +0.12 %
  • Total Assets 724.9 Mil
  • Adj. Expense Ratio
    2.250%
  • Expense Ratio 2.250%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.03%
  • Turnover 106%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis HCMKX

Will HCMKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HCMKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCMKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HCMKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

HCM Income Plus Investor boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HCMKX

More HCMKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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