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 a closer substitute for your current allocation.
Cheapest Alternatives to HCMKX
HCMKX charges 2.10% annually. There are 524 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | HCMKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | HCMKX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | HCMKX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | HCMKX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | HCMKX vs VTMFX |
Best Risk-Adjusted Alternatives to HCMKX
HCMKX has a PortfoliosLab risk / return rank of 33. There are 460 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | HCMKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | HCMKX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | HCMKX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | HCMKX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | HCMKX vs AOBLX |
Top Performing HCMKX Alternatives (YTD)
HCMKX is at 7.41% YTD. There are 164 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | HCMKX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | HCMKX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | HCMKX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | HCMKX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | HCMKX vs IOEZX |
Lowest Volatility Alternatives to HCMKX
HCMKX has 17.66% 1-year volatility. There are 534 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | HCMKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | HCMKX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | HCMKX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | HCMKX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | HCMKX vs CSTAX |
Lowest Drawdown Alternatives to HCMKX
HCMKX has a 1-year max drawdown of -11.14%. There are 524 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | HCMKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | HCMKX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | HCMKX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | HCMKX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | HCMKX vs CSTAX |
Other Mutual Funds from Howard Capital Management
The 2 most viewed Howard Capital Management mutual funds shown here include HCMDX, HCMPX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| HCM Tactical Growth Fund | Large Cap Growth Equities | 23 | 5.95% | — | Jul 2014 | HCMKX vs HCMDX | |
| HCM Dividend Sector Plus Fund | Large Cap Value Equities | 31 | 3.11% | — | Mar 2015 | HCMKX vs HCMPX |
Often Compared With HCMKX
Investors most often compare HCMKX with SPHD, ACV, CONWX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HCMKX with Any Fund or Stock
Compare HCMKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCMKX with funds that move differently
HCM Income Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCMKX.
Explore HCMKX Diversifiers