HCM Dividend Sector Plus Fund - Investor Class Shares (HCMPX)
HCM Dividend Sector Plus Fund - Investor Class Shares operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $22.31, down 0.36% on the session, giving a market capitalisation of $2.13B. Its beta of 1.06 implies it has historically moved more than the broad market.
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.
HCM Dividend Sector Plus Fund - Investor Class Shares is most often compared with the following Financial Services names: