HCM Tactical Growth Fund (HCMDX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HCMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HCMDX
HCMDX charges 2.84% annually. There are 414 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | HCMDX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HCMDX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | HCMDX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | HCMDX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | HCMDX vs VRGWX |
Best Risk-Adjusted Alternatives to HCMDX
HCMDX has a PortfoliosLab risk / return rank of 18. There are 209 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | HCMDX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | HCMDX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | HCMDX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | HCMDX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | HCMDX vs FOCKX |
Top Performing HCMDX Alternatives (YTD)
HCMDX is at 7.46% YTD. There are 205 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | HCMDX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | HCMDX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | HCMDX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | HCMDX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | HCMDX vs FOCKX |
Lowest Volatility Alternatives to HCMDX
HCMDX has 25.66% 1-year volatility. There are 402 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | HCMDX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | HCMDX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | HCMDX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | HCMDX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | HCMDX vs GQEPX |
Lowest Drawdown Alternatives to HCMDX
HCMDX has a 1-year max drawdown of -17.00%. There are 301 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | HCMDX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HCMDX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HCMDX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | HCMDX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | HCMDX vs DNVYX |
Other Mutual Funds from Howard Capital Management
The 2 most viewed Howard Capital Management mutual funds shown here include HCMPX, HCMKX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| HCM Dividend Sector Plus Fund | Large Cap Value Equities | 29 | 5.74% | — | Mar 2015 | HCMDX vs HCMPX | |
| HCM Income Plus Fund | Diversified Portfolio | 25 | 8.35% | — | Nov 2016 | HCMDX vs HCMKX |
Often Compared With HCMDX
Investors most often compare HCMDX with MODL, LGH, SPHD. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare HCMDX with Any Fund or Stock
Compare HCMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCMDX with funds that move differently
HCM Tactical Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCMDX.
Explore HCMDX Diversifiers