HCM Dividend Sector Plus Fund - Investor Class Shares (HCMPX) Research
The HCM Dividend Sector Plus Fund - Investor Class Shares is designed to optimize shareholder returns. It primarily achieves this objective by investing in dividend-yielding stocks of companies listed within the S&P 500 index. The fund further diversifies its holdings by allocating capital to various pooled investment vehicles, including mutual funds, closed-end funds, and exchange-traded funds (ETFs), some of which may utilize leverage. To manage its portfolio tactically, it can also hold cash, cash equivalents, and employ derivative instruments like put and call options. A key aspect of its strategy involves dynamically adjusting its allocations across different sectors, asset classes, and sub-sectors, with these decisions guided by the proprietary HCM-BuyLine® methodology.
Market snapshot
- Symbol
- HCMPX
- Price
- $21.72
- Day change
- +1.45%
- Market cap
- $2.1B
- 52-week range
- 17.02-22.22
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon AHL Mgd Futs Strat R5 (AHLIX)
- American Beacon AHL Managed Futures Strategy Fund - Investor Class (AHLPX)
- American Century One Choice Portfolio: Moderate Investor Class (AOMIX)
- Baron Discovery Fund Institutional Shares (BDFIX)
- Franklin Gold and Precious Metals Fund Advisor Class (FGADX)
- Goldman Sachs Emerging Markets Fund Class A (GEMAX)
- HCM Tactical Growth Fund - Class C Shares (HCMDX)
- Hennessy Focus Fund Institutional Class (HFCIX)
Open HCM Dividend Sector Plus Fund - Investor Class Shares (HCMPX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.