HCMEX – HCM Multi-Asset Plus A Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks total return. The fund seeks to achieve its investment objective through investments in ETFs that invest in foreign (including emerging markets) and domestic (i) equity securities of any market capitalization (ii) fixed income securities of any maturity, duration and credit quality (including "junk bonds") (iii) investment companies (mutual funds, closed-end funds and ETFs) and (iv) cash and cash equivalents and put and call options. The adviser maintains the ability to invest a large percentage of the fund's holdings in one asset class of the market.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HCMLX	HCM Multi-Asset Plus Fund Class I Shares	Institutional	Open			Sep 11, 2019	$105.64M	1.390%	High	$50,000	$7.77M
HCMEX	HCM Multi-Asset Plus Fund Class A Shares	Front Load	Open			Nov 9, 2016	$510.51M	1.640%	High	$2,500	−$48.57M
HCMKX	HCM Multi-Asset Plus Fund Investor Class Shares	Level Load	Open			Nov 9, 2016	$240.90M	2.390%	High	$2,500	−$5.37M

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