HCM Income Plus Fund - Investor Class Shares (HCMKX) Research

This fund strives to achieve its financial goals primarily by allocating capital to various exchange-traded funds (ETFs). These underlying ETFs, in turn, invest in a broad spectrum of assets: Stocks: Equities from both domestic and international markets, including developing nations, without regard to the company's size or market capitalization. Bonds: Fixed-income securities spanning all maturities, durations, and credit ratings, encompassing even high-yield or "junk" bonds. Other Funds: Holdings in other collective investment vehicles such as mutual funds, closed-end funds, and additional ETFs. Cash & Derivatives: Positions in cash or cash equivalents, and the strategic use of put and call options. Notably, the investment adviser has the discretion to heavily concentrate a substantial portion of the fund's assets within a single market segment or asset class.

Market snapshot

Symbol
HCMKX
Price
$19.99
Day change
+2.46%
Market cap
$884.2M
52-week range
15.86-20.22
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Short Duration Strategic Income Fund - Investor Class (ASDVX)
  • Calamos Hedged Equity Income Fund Class A (CAHEX)
  • Flaherty & Crumrine Preferred Securities Income Fund Inc. (FFC)
  • GAMCO Global Gold, Natural Resources & Income Trust (GGN)
  • Nuveen Flexible Income Fund Class A (NWQAX)
  • Nuveen Flexible Income Fund Class C (NWQCX)
  • Nuveen Flexible Income Fund Class I (NWQIX)
  • T. Rowe Price Corporate Income (PRPIX)

Open HCM Income Plus Fund - Investor Class Shares (HCMKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.