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HCMLX Mutual Fund Price & Analysis

The HCM Income Plus Fund - Class I Shares (HCMLX) is a mutual fund that aims to provide investors with a steady stream of income through a diversified portfolio of fixed income securities. This fund primarily invests in high-quality bonds, including government and corporate bonds, as well as mortgage-backed securities. The Class I shares of this fund are designed for institutional investors and have a lower expense ratio compared to other share classes. With a focus on generating income, this fund may be suitable for investors seeking a conservative investment option with potential for long-term growth.

HCMLX Mutual Fund Chart & Stats

$20.44
$0.16(0.79%)
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Top 10 Holdings

Name
Weight %
iShares Core U.S. Aggregate Bond ETF
23.07%
Invesco QQQ Trust
17.16%
iShares 0-3 Month Treasury Bond ETF
16.13%
SPDR Bloomberg 1-3 Month T-Bill ETF
16.13%
Fundstrat Granny Shots US Large Cap ETF
9.36%
Vanguard Total Bond Market ETF
6.53%
VanEck Semiconductor ETF
2.90%
iShares Semiconductor ETF
2.87%
Microsoft
1.29%
Total95.43%

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