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 - A HCMGX USD 2,500 USD 2,500 Stock Front-End Load CLASS A No
HCM TACTICAL GROWTH FUND - INVESTOR HCMDX USD 2,500 USD 2,500 Stock No Load INVESTOR No
HCM TACTICAL GROWTH FUND - I HCMIX USD 50,000 USD 50,000 Stock No Load CLASS I Yes
HCM INCOME PLUS FUND - A HCMEX USD 2,500 USD 2,500 Stock Front-End Load CLASS A No
HCM DIVIDEND SECTOR PLUS FUND - A1 HCMWX USD 2,500 USD 2,500 Stock Front-End Load CLASS A1 No
HCM DIVIDEND SECTOR PLUS FUND - INVESTOR HCMPX USD 2,500 USD 2,500 Stock No Load INVESTOR No
HCM INCOME PLUS FUND - I HCMLX USD 50,000 USD 50,000 Stock No Load CLASS I Yes
HCM INCOME PLUS FUND - INVESTOR HCMKX USD 2,500 USD 2,500 Stock No Load INVESTOR No
HCM DIVIDEND SECTOR PLUS FUND - I HCMQX USD 50,000 USD 50,000 Stock No Load CLASS 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.