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Hcm Sector Plus Fund - Investor Class Shares: (MF: HCMPX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:34 PM ET

$19.58 USD

+0.02 (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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.45 77
3 months 0.66 85
6 months 9.33 48
1 Year 20.53 15
3 Year 18.70 26
5 Year 11.69 52
10 Year 14.14 20

* 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 15.92
5 Year 11.75
10 Year 13.85
Since Inception 12.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.97 11.28 11.63 2.52
2024 12.44 5.16 1.82 1.64
2023 0.93 12.83 -6.18 9.32
2022 -8.20 -14.16 -5.74 3.72
2021 8.10 10.59 -0.21 14.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.4515.9222.3716.80-22.9636.5527.7923.98-14.4818.2730.98
% Total Return Rel to Index 1.07-2.29-2.64-9.44-4.767.869.39-7.50-10.08-3.5119.04
% Total Return Rel to Peer -0.380.876.531.52-12.1712.2019.58-1.65-6.920.8619.65
% Perf Quintile vs Peer* 3.003.000.002.005.001.001.004.005.003.001.00
% Dividends 0.000.000.000.000.000.000.000.010.160.140.17
% Yield 0.000.000.000.000.000.000.000.111.400.961.30
Capital Gains ($) 0.000.092.630.861.290.000.000.001.101.120.50
Expense Ratio 0.002.362.372.362.382.392.442.943.293.082.99

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