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Hcm Tactical Plus Fund - Class A Shares: (MF: HCMGX)

(NASDAQ Mutual Funds) As of Aug 27, 2026 05:08 PM ET

$36.90 USD

+0.70 (1.93%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.85 84
3 months 1.84 72
6 months 1.07 89
1 Year 14.03 54
3 Year 16.97 39
5 Year 8.14 61
10 Year 16.51 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 22.10
5 Year 9.53
10 Year 17.71
Since Inception 13.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.18 23.43 NA NA
2025 -15.68 19.59 13.62 2.51
2024 9.87 11.79 2.15 6.67
2023 7.14 18.47 -6.17 11.76
2022 -15.34 -21.01 -5.82 -2.41
2021 4.65 14.09 0.91 15.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.8417.4533.8433.09-38.5439.6753.2722.62-6.7733.2310.54
% Total Return Rel to Index 0.65-0.768.826.85-20.3410.9934.87-8.86-2.3711.43-1.39
% Total Return Rel to Peer 0.894.7314.4510.10-18.8417.6133.36-5.790.0812.552.72
% Perf Quintile vs Peer* 3.002.001.002.005.001.001.005.003.001.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.933.190.000.130.280.680.000.590.000.00
Expense Ratio 0.001.581.611.631.641.651.711.731.971.991.99

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