HCM Income Plus Fund (HCMKX) Alternatives
HCM Income Plus Fund (HCMKX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HCMKX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HCMKX
HCMKX charges 2.10% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among HCMKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | HCMKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | HCMKX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | HCMKX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | HCMKX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | HCMKX vs MAANX |
Best Risk-Adjusted Alternatives to HCMKX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | HCMKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | HCMKX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | HCMKX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | HCMKX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | HCMKX vs PMAIX |
Top Performing HCMKX Alternatives (YTD)
HCMKX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | HCMKX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | HCMKX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | HCMKX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | HCMKX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | HCMKX vs CONWX |
Lowest Volatility Alternatives to HCMKX
HCMKX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | HCMKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | HCMKX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | HCMKX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | HCMKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | HCMKX vs SICIX |
Lowest Drawdown Alternatives to HCMKX
HCMKX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | HCMKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | HCMKX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | HCMKX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | HCMKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | HCMKX vs SICIX |
Other Mutual Funds from Howard Capital Management
Most popular Howard Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| HCM Tactical Growth Fund | Large Cap Growth Equities | 38 | -11.97% | Jul 30, 2014 | HCMKX vs HCMDX | |
| HCM Dividend Sector Plus Fund | Large Cap Value Equities | 60 | -5.93% | Mar 10, 2015 | HCMKX vs HCMPX |
Often Compared With HCMKX
What investors most often compare with HCMKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 20 | 4.64% | Oct 18, 2012 | HCMKX vs SPHD | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | HCMKX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | HCMKX vs QBDSX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | HCMKX vs FYMIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | HCMKX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | HCMKX vs WWWEX |
Compare HCMKX with Any Fund or Stock
Compare HCMKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.