HCMWX Mutual Fund Quote

HCMWX -  USA Fund  

USD 17.22  0.04  0.23%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Hcm Dividend is trading at 17.22 as of the 25th of June 2022; that is -0.23% down since the beginning of the trading day. The fund's open price was 17.26. Hcm Dividend has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Hcm Dividend Sector are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2022 and ending today, the 25th of June 2022. Click here to learn more.
The fund seeks to achieve its investment objective through investments in dividend paying equity securities of companies included in the SP 500 plus other investment companies , including investment companies that use leverage and cash and cash equivalents and put and call options. More on Hcm Dividend Sector

Moving together with Hcm Dividend

0.87MSFTMicrosoft Corp TrendingPairCorr
0.69PGProcter Gamble Fiscal Year End 29th of July 2022 PairCorr
0.87CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr

Hcm Dividend 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. Hcm Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Hcm Dividend or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Hcm Dividend Sector generated a negative expected return over the last 90 days
Hcm Dividend Sector is unlikely to experience financial distress in the next 2 years
The fund retains 96.07% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Hcm Dividend's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Startdate11th of March 2015
Hcm Dividend Sector [HCMWX] is traded in USA and was established 25th of June 2022. The fund is listed under Large Value category and is part of Howard Capital Management family. Hcm Dividend Sector currently has accumulated 1.26 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 5.33%.
Check Hcm Dividend 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 HCMWX 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 HCMWX 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 Dividend Sector 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 Dividend Sector Constituents

Hcm Dividend Target Price Odds Analysis

What are Hcm Dividend's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Hcm Dividend jumping above the current price in 90 days from now is roughly 97.0%. The Hcm Dividend Sector probability density function shows the probability of Hcm Dividend mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Hcm Dividend Sector has a beta of -0.0076. This usually indicates as returns on benchmark increase, returns on holding Hcm Dividend are expected to decrease at a much lower rate. During the bear market, however, Hcm Dividend Sector is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Hcm Dividend Sector is significantly underperforming DOW.
  Odds Below 17.22HorizonTargetOdds Above 17.22
3.44%90 days
Based on a normal probability distribution, the odds of Hcm Dividend to move above the current price in 90 days from now is roughly 97.0 (This Hcm Dividend Sector probability density function shows the probability of HCMWX Mutual Fund to fall within a particular range of prices over 90 days) .

Hcm Dividend Sector Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hcm Dividend market risk premium is the additional return an investor will receive from holding Hcm Dividend 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 Dividend. 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 Dividend's alpha and beta are two of the key measurements used to evaluate Hcm Dividend's performance over the market, the standard measures of volatility play an important role as well.

Hcm Dividend Against Markets

Picking the right benchmark for Hcm Dividend 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 Dividend 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 Dividend is critical whether you are bullish or bearish towards Hcm Dividend Sector at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Hcm Dividend without increasing your portfolio risk or giving up 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.

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Investing Hcm Dividend Sector

You need to understand the risk of investing before taking a position in Hcm Dividend. The danger of trading Hcm Dividend Sector 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 Dividend 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 Dividend. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Hcm Dividend Sector 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.
Please check Risk vs Return Analysis. Note that the Hcm Dividend Sector information on this page should be used as a complementary analysis to other Hcm Dividend'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 Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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When running Hcm Dividend Sector price analysis, check to measure Hcm Dividend's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hcm Dividend is operating at the current time. Most of Hcm Dividend's value examination focuses on studying past and present price action to predict the probability of Hcm Dividend's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Hcm Dividend's price. Additionally, you may evaluate how the addition of Hcm Dividend to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Hcm Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine Hcm Dividend value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hcm Dividend's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.