HCMZX – HCM Sector Plus R Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective through investments in (i) dividend paying equity securities of companies included in the S&P 500; (ii) "plus" other investment companies (mutual funds, closed-end funds and ETFs), including investment companies that use leverage; and (iii) cash and cash equivalents and put and call options. The fund is designed to maximize returns through investing in any combination of sectors, asset classes, and sub-sectors as determined by the HCM-BuyLine®.

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
HCMQX	HCM Sector Plus Fund Class I	Institutional	Open			Mar 11, 2015	$197.28M	1.720%	High	$50,000	$20.83M
HCMNX	HCM Sector Plus Fund Class A	Front Load	Open			Mar 11, 2015	$1.04B	1.970%	High	$2,500	−$121.58M
HCMWX	HCM Sector Plus Fund Class A1	Front Load	Open			Mar 11, 2015	$7,221.00	2.120%	High	$2,500	−$445.56
HCMPX	HCM Sector Plus Fund Investor Class	Level Load	Open			Mar 11, 2015	$795.36M	2.720%	High	$2,500	$44.87M
HCMZX	HCM Sector Plus Fund Class R	Retirement, Medium	Open			Mar 11, 2015	$43.00	1.860%	High	$0	$0.04

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