Mutual Funds

HCM Funds

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


Native to Exchange Simulated by IB
 Basket
 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 HCMBX USD 2,500 USD 0 N/A N/A A Yes
HCM DYNAMIC INCOME FUND HCMUX USD 50,000 USD 0 N/A N/A I Yes
HCM DYNAMIC INCOME FUND HCMFX USD 2,500 USD 0 N/A N/A INVESTOR Yes

Notes:

  1. Advisor minimums may be lower.