HCM Dividend Sector Plus Fund - Investor Class Shares
HCMPX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Northern Lights Fund Trust III DE United States of America
- IPO Date
- Mar 18, 2015
- CIK
- 0001537140
- Website
- howardcmfunds.com
- Similar Companies
- Business
- HCM Dividend Sector Plus Fund - Investor Class Shares (HCMPX) is an open-end mutual fund managed by Harvest Custom Management, LLC, focusing on dividend-paying equities within specific sectors to generate income and capital appreciation. The fund invests primarily in common stocks of U.S. companies selected for their high dividend yields and membership in the Dividend Select Sectors; it employs a quantitative strategy emphasizing sectors such as utilities, consumer staples, energy, financials, and real estate, while seeking to outperform benchmarks through active security selection and sector rotation. Core offerings include Investor Class shares (HCMPX) with a minimum investment typically suited for retail investors, alongside institutional share classes; the fund provides monthly dividend distributions, low turnover for tax efficiency, and exposure to approximately 40-60 holdings diversified across targeted high-yield sectors. Harvest Custom Management, founded in 2003 and headquartered in San Francisco, California, operates the fund as part of its suite of custom indexed strategies targeting income-oriented investors, including high-net-worth individuals, financial advisors, and institutions; the firm manages assets across U.S. geographic focus with no significant international operations disclosed. In recent developments, the fund maintained its strategy amid 2024 market volatility without major structural changes, though Harvest Custom Management expanded its custom indexing platform through strategic partnerships with RIAs in 2024; no acquisitions, rebrands, or new product launches specific to HCMPX were announced in the last 1-2 years, with performance updates reflecting resilience in dividend sectors during elevated interest rates.