Mutual Funds

HCM Funds

Exchange Hours Website
9:30 - 15:59 ET www.howardcmfunds.com


Native to Exchange Simulated by IB
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 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
HCM TACTICAL GROWTH FUND HCMGX USD 2,500 USD 2,500 Stock N/A A Yes
HCM TACTICAL GROWTH FUND HCMDX USD 2,500 USD 2,500 Stock N/A C Yes
HCM TACTICAL GROWTH FUND HCMIX USD 50,000 USD 50,000 Stock N/A I Yes
HCM INCOME PLUS FUND-A HCMEX USD 2,500 USD 2,500 Bond N/A A Yes
HCM DIVIDEND SECTOR PLUS FUND HCMWX USD 2,500 USD 2,500 N/A N/A A1 Yes
HCM DIVIDEND SECTOR PLUS FUND HCMPX USD 2,500 USD 2,500 N/A N/A INVESTOR Yes
HCM INCOME PLUS FUND HCMLX USD 50,000 USD 50,000 N/A N/A I Yes
HCM INCOME PLUS FUND HCMKX USD 2,500 USD 2,500 N/A N/A INVESTOR Yes
HCM DIVIDEND SECTOR PLUS FUND HCMQX USD 50,000 USD 50,000 N/A N/A I Yes
HCM DYNAMIC INCOME FUND - A HCMBX USD 2,500 USD 2,500 N/A Front-End Load CLASS A No
HCM DYNAMIC INCOME FUND - I HCMUX USD 50,000 USD 50,000 N/A No Load CLASS I Yes
HCM DYNAMIC INCOME FUND - INVESTOR HCMFX USD 2,500 USD 2,500 N/A No Load INVESTOR No

Notes:

  1. Advisor minimums may be lower.