Morningstar

Howard Capital Management Mutual Funds

View all of Howard Capital Management’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Howard Capital Management Funds List

Share Class Type

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
HCM Dividend Sector Plus AHCMNXLarge Value20.58%81.880%HighFront Load$2,500
HCM Dividend Sector Plus A1HCMWXLarge Value20.45%82.030%HighFront Load$2,500
HCM Dividend Sector Plus IHCMQXLarge Value20.86%71.630%HighInstitutional$50,000
HCM Dividend Sector Plus InvestorHCMPXLarge Value19.92%102.630%HighLevel Load$2,500
HCM Dividend Sector Plus RHCMZXLarge Value20.64%81.860%HighRetirement, Medium$0
HCM Income Plus AHCMEXModerate Allocation15.75%71.500%HighFront Load$2,500
HCM Income Plus IHCMLXModerate Allocation15.97%61.250%HighInstitutional$50,000
HCM Income Plus InvestorHCMKXModerate Allocation15.08%102.250%HighLevel Load$2,500
HCM Tactical Growth AHCMGXLarge Growth25.07%301.940%HighFront Load$2,500
HCM Tactical Growth IHCMIXLarge Growth25.31%281.680%HighInstitutional$50,000
HCM Tactical Growth InvestorHCMDXLarge Growth24.36%362.680%HighLevel Load$2,500
HCM Tactical Growth RHCMSXLarge Growth25.06%302.250%HighRetirement, Large$2,500
HCM Dynamic Income AHCMBXNontraditional Bond—−0.50%992.090%HighFront Load$2,500
HCM Dynamic Income IHCMUXNontraditional Bond—−0.40%981.830%HighInstitutional$50,000
HCM Dynamic Income InvestorHCMFXNontraditional Bond—−1.00%992.840%HighLevel Load$2,500

Howard Capital Management Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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