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Hc Capital Trust The Intermediate Term Muni Bd Ptf Hc Strategic Shs: (MF: HCIMX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:54 PM ET

$9.94 USD

+0.01 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.90 52
3 months -0.20 88
6 months 1.19 59
1 Year 6.41 15
3 Year 3.46 54
5 Year 1.38 23
10 Year 1.87 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 17.01
Bear Market (10/07 - 2/09) -2.38
Bull Market (2/09 - 3/21) 67.42

Load Adjusted Returns as of Apr 30, 2026

1 Year 4.98
5 Year 1.28
10 Year 1.81
Since Inception 3.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.17 NA NA NA
2025 0.24 0.77 3.16 1.16
2024 -0.04 0.06 2.80 -1.41
2023 1.99 -0.61 -2.55 5.68
2022 -5.25 -0.83 -2.21 3.10
2021 -0.43 0.97 -0.10 0.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.905.431.364.38-5.270.633.706.380.662.87-0.29
% Total Return Rel to Index -0.081.170.42-2.013.25-0.89-1.49-1.18-0.62-2.57-0.53
% Total Return Rel to Peer -0.222.19-1.50-1.243.76-1.64-0.16-0.17-0.27-1.59-0.19
% Perf Quintile vs Peer* 4.001.005.004.002.004.003.004.004.004.004.00
% Dividends 0.090.280.270.200.160.150.180.210.180.190.20
% Yield 2.942.732.642.751.611.411.681.971.761.831.94
Capital Gains ($) 0.000.000.000.000.000.020.000.020.000.000.00
Expense Ratio 0.000.280.290.330.310.300.310.320.290.280.26

* 1 = Top 20%, 5 = Bottom 20%