Howard Capital Management Mutual Funds List
Here you can find all mutual funds issued by Howard Capital Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 2.44%
- Avg. 1 Year Return
- 12.27%
- Avg. 5 Year Return
- 9.53%
- Median Risk/Return Score
- 19 / 100
Howard Capital Management Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HCM Income Plus Fund | Diversified Portfolio | Nov 8, 2016 | 2.10% | 3.45% | — | 3.53% | 19 |
Explore top Howard Capital Management Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Howard Capital Management Mutual funds by Risk/Return Score
The top Howard Capital Management Mutual funds by PortfoliosLab Risk/Return Score are HCMPX (24) and HCMKX (19).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| HCM Dividend Sector Plus Fund | 24 | — | Mar 2015 | |
| HCM Income Plus Fund | 19 | — | Nov 2016 | |
| HCM Tactical Growth Fund | 13 | — | Jul 2014 |
Best-Performing Howard Capital Management Mutual funds Over 5 Years
The top Howard Capital Management Mutual funds is HCMPX (11.30%).
Across the lineup, Howard Capital Management Mutual funds show an average 1-year return of 12.27% and an average 5-year return of 9.53%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| HCM Dividend Sector Plus Fund | 11.30% | — | Mar 2015 | |
| HCM Tactical Growth Fund | 9.65% | — | Jul 2014 | |
| HCM Income Plus Fund | 7.63% | — | Nov 2016 |
Lowest-Cost Howard Capital Management Mutual funds
The top Howard Capital Management Mutual funds is HCMKX (2.10%).
With an average expense ratio of 2.44%, Howard Capital Management Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| HCM Income Plus Fund | 2.10% | — | Nov 2016 | |
| HCM Dividend Sector Plus Fund | 2.38% | — | Mar 2015 | |
| HCM Tactical Growth Fund | 2.84% | — | Jul 2014 |
Highest-Yield Howard Capital Management Mutual funds
The top Howard Capital Management Mutual funds is HCMKX (3.53%).
Across the lineup, Howard Capital Management Mutual funds show an average dividend yield of 2.30%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| HCM Income Plus Fund | 3.53% | — | Nov 2016 | |
| HCM Tactical Growth Fund | 2.96% | — | Jul 2014 | |
| HCM Dividend Sector Plus Fund | 0.42% | — | Mar 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.