HCM Tactical Growth Fund - Class C Shares
HCMDX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 225 Pictoria Drive Cincinnati OH United States of America 45246
- IPO Date
- Jul 31, 2014
- CIK
- 0001537140
- Website
- howardcmfunds.com
- Similar Companies
- Business
- HCM Tactical Growth Fund - Class C Shares (HCMDX) is an actively managed mutual fund that seeks long-term capital appreciation through a quantitative, tactical investment approach focused on U.S. equities and related instruments; it invests in domestic equity securities of any market capitalization and sector, investment companies including mutual funds (some leveraging), closed-end funds, and exchange-traded funds (ETFs), as well as cash equivalents, put and call options; the fund employs the proprietary HCM-BuyLine® model to identify market trends and sector strength, dynamically allocating from 0-100% to equities or shifting to money markets, short-term bonds, and hedging options to mitigate downside risk during declines. Offered in multiple share classes including Class A (HCMGX), Class I (HCMIX), and Investor Class (HCMDX), with Class C shares featuring a 2.77% gross expense ratio, the fund targets investors seeking growth with risk management and holds concentrated positions in leveraged growth-oriented ETFs such as ProShares UltraPro QQQ, ProShares Ultra QQQ, Invesco QQQ Trust, Vanguard Mega Cap Growth ETF, and Vanguard Growth ETF, alongside select individual equities like NVIDIA and Meta Platforms. In a significant recent development, the fund—formerly known as HCM Tactical Growth Fund—was rebranded to HCM Tactical Plus Fund across all share classes to better reflect its enhanced tactical strategy, as announced in mid-2025 supplements and reflected on the Howard Capital Management website. Howard Capital Management, L.L.C., the adviser and portfolio manager led by CEO Vance Howard, is headquartered at 1145 Hembree Road, Roswell, Georgia 30076, with the fund inception dating to July 30, 2014, and assets under management reaching approximately $1.21 billion as of late 2025; the firm serves a broad U.S. client base through separately managed accounts, retirement products, and proprietary mutual funds emphasizing math-based, defensive strategies. Geographically focused on U.S. domestic markets, the fund operates without notable recent acquisitions, partnerships, or funding rounds reported, maintaining its core tactical growth mandate amid ongoing portfolio adjustments to high-conviction large-cap growth exposures.