Hcm Tactical Growth Fund Quote
| HCMGX Fund | USD 25.75 0.55 2.09% |
Performance8 of 100
| Odds Of DistressLess than 21
|
Hcm Tactical is trading at 25.75 as of the 16th of April 2024; that is -2.09% down since the beginning of the trading day. The fund's open price was 26.3. Hcm Tactical has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Hcm Tactical Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
The fund adviser seeks to achieve its investment objective through investments in domestic equity securities of any market capitalization, investment companies and cash and cash equivalents and put and call options. When the fund is out of the market, it invests in cash and cash equivalents andor put options to hedge the funds equities and to reduce volatility. More on Hcm Tactical Growth
Moving together with Hcm Mutual Fund
| 0.96 | HCMPX | Hcm Dividend Sector | PairCorr |
| 0.81 | HCMQX | Hcm Dividend Sector | PairCorr |
| 1.0 | HCMSX | Hcm Tactical Growth | PairCorr |
| 0.96 | HCMWX | Hcm Dividend Sector | PairCorr |
| 0.95 | HCMZX | Hcm Dividend Sector | PairCorr |
| 1.0 | HCMDX | Hcm Tactical Growth | PairCorr |
| 0.99 | HCMEX | Hcm Income Plus | PairCorr |
Hcm Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Hcm Tactical's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Hcm Tactical or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Howard Capital Management Funds, Large Growth Funds, Large Growth, Howard Capital Management (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Hcm Tactical Growth [HCMGX] is traded in USA and was established 16th of April 2024. Hcm Tactical is listed under Howard Capital Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Howard Capital Management family. This fund currently has accumulated 1.27 B in assets under management (AUM) with no minimum investment requirementsHcm Tactical Growth is currently producing year-to-date (YTD) return of 6.87%, while the total return for the last 3 years was 2.75%.
Check Hcm Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hcm Tactical Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hcm Tactical Growth Mutual Fund Constituents
| MGK | Vanguard Mega Cap | Etf | Large Growth |
| SSO | ProShares Ultra SP500 | Etf | Trading--Leveraged Equity |
| VHT | Vanguard Health Care | Etf | Health |
| EXC | Exelon | Stock | Utilities |
| FL | Foot Locker | Stock | Consumer Discretionary |
| IYH | iShares Healthcare ETF | Etf | Health |
| IVW | iShares SP 500 | Etf | Large Growth |
Hcm Tactical Target Price Odds Analysis
Based on a normal probability distribution, the odds of Hcm Tactical jumping above the current price in 90 days from now is about 64.16%. The Hcm Tactical Growth probability density function shows the probability of Hcm Tactical mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.6473. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Hcm Tactical will likely underperform. Additionally, hcm Tactical Growth has an alpha of 0.0225, implying that it can generate a 0.0225 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Hcm Tactical to move above the current price in 90 days from now is about 64.16 (This Hcm Tactical Growth probability density function shows the probability of Hcm Mutual Fund to fall within a particular range of prices over 90 days) .
Hcm Tactical Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hcm Tactical market risk premium is the additional return an investor will receive from holding Hcm Tactical long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hcm Tactical. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Hcm Tactical's alpha and beta are two of the key measurements used to evaluate Hcm Tactical's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 1.13 | |||
| Semi Deviation | 1.27 | |||
| Standard Deviation | 1.43 | |||
| Variance | 2.06 |
Hcm Tactical Against Markets
Picking the right benchmark for Hcm Tactical mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Hcm Tactical mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Hcm Tactical is critical whether you are bullish or bearish towards Hcm Tactical Growth at a given time. Please also check how Hcm Tactical's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Hcm Tactical without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Hcm Mutual Fund?
Before investing in Hcm Tactical, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Hcm Tactical. To buy Hcm Tactical fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Hcm Tactical. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Hcm Tactical fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Hcm Tactical Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Hcm Tactical Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Hcm Tactical Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Hcm Tactical Growth?
The danger of trading Hcm Tactical Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Hcm Tactical is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Hcm Tactical. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Hcm Tactical Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hcm Tactical Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Hcm Tactical Growth information on this page should be used as a complementary analysis to other Hcm Tactical's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.