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

(NASDAQ Mutual Funds) As of Jun 8, 2026 06:16 PM ET

$36.54 USD

+0.62 (1.73%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.00 85
3 months -0.75 90
6 months -3.88 90
1 Year 38.30 9
3 Year 24.46 12
5 Year 9.63 45
10 Year 17.26 5

* 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 Apr 30, 2026

1 Year 18.30
5 Year 7.82
10 Year 15.13
Since Inception 11.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.18 NA 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 0.0017.4533.8433.09-38.5439.6753.2722.62-6.7733.2310.54
% Total Return Rel to Index -5.85-0.768.826.85-20.3410.9934.87-8.86-2.3711.43-1.39
% Total Return Rel to Peer -6.524.7314.4510.10-18.8417.6133.36-5.790.0812.552.72
% Perf Quintile vs Peer* 5.002.001.002.005.001.001.005.003.001.002.00
% 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%