Back to top
more

Hcm Multi-asset Plus Fund - Investor Class Shares: (MF: HCMKX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:40 PM ET

$16.83 USD

+0.02 (0.12%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.55 99
3 months -2.40 99
6 months 5.70 83
1 Year 17.43 45
3 Year 17.44 21
5 Year 5.60 68
10 Year NA NA

* 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 Feb 28, 2026

1 Year 15.08
5 Year 6.27
10 Year NA
Since Inception 9.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.33 13.77 9.29 2.07
2024 8.08 6.60 0.29 3.37
2023 2.43 11.97 -3.82 9.39
2022 -10.11 -12.20 -4.55 -0.40
2021 0.26 5.75 -1.00 3.79

Annual Return

2026202520242023202220212020201920182017
% Total Return -1.5515.0819.4520.67-24.988.9439.4514.63-4.687.76
% Total Return Rel to Index -0.78-3.13-5.57-5.56-6.78-19.7321.04-16.85-0.29-14.02
% Total Return Rel to Peer -1.580.579.537.52-12.01-2.5528.76-2.551.80-5.69
% Perf Quintile vs Peer* 5.003.000.001.005.004.001.004.002.005.00
% Dividends 0.000.000.000.010.000.000.000.010.080.16
% Yield 0.000.000.000.000.000.000.000.150.781.47
Capital Gains ($) 0.000.661.570.000.000.030.040.000.480.02
Expense Ratio 0.002.082.092.102.102.132.232.212.272.41

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