HCM Tactical Growth Fund - Class C Shares (HCMDX) Research
The fund's primary objective is to generate substantial long-term capital growth for its investors. To achieve this, the fund manager allocates capital across a diversified portfolio that includes U.S. common stocks of varying market capitalizations, investments in pooled vehicles such as mutual funds, closed-end funds, and exchange-traded funds (ETFs), as well as holdings in cash, highly liquid instruments, and derivative contracts like put and call options. In periods of reduced market exposure, the fund strategically deploys assets into cash, cash equivalents, and/or put options, aiming to safeguard existing equity positions and dampen overall portfolio volatility. The asset allocation is highly flexible, allowing for investments ranging from 0% to 100% in equities, and similarly, 0% to 100% in cash, cash equivalents, and options. This dynamic positioning is guided by the market trend strength indicated by the proprietary HCM-BuyLine® system.
Market snapshot
- Symbol
- HCMDX
- Price
- $34.57
- Day change
- +3.19%
- Market cap
- $2.3B
- 52-week range
- 25.57-35.3
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Campbell Systematic Macro Fund Class I (EBSIX)
- Fidelity Freedom Index 2015 Fund - Investor Class (FLIFX)
- The Gabelli Utility Trust (GUT)
- HCM Dividend Sector Plus Fund - Investor Class Shares (HCMPX)
- Hennessy Focus Fund Institutional Class (HFCIX)
- JPMorgan U.S. GARP Equity Fund (JGIRX)
- JPMorgan U.S. GARP Equity Fund Class I (JPGSX)
- Optimum Large Cap Value Fund Class I (OILVX)
Open HCM Tactical Growth Fund - Class C Shares (HCMDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.