Fund info

The HCM Dividend Sector Plus Fund Class A is a diversified mutual fund that targets long-term capital appreciation by investing in a blend of dividend-paying equities and other investment vehicles. The fund systematically selects companies from the S&P 500 index with the highest dividend yields across each of the ten major industry sectors and further screens these stocks for earnings growth potential. In addition to direct equity holdings, the fund allocates capital to a variety of investment companies—including mutual funds and ETFs, some of which utilize leverage—and maintains exposure to cash and equivalents for risk management purposes. A distinctive feature of the fund is its use of the proprietary HCM Buy-Line® trend analysis model, which guides asset allocation decisions and seeks to mitigate losses during market downturns. The fund can employ leverage up to one-third of its portfolio to potentially enhance returns. By combining sector diversification, an emphasis on dividends, and tactical allocation, the HCM Dividend Sector Plus Fund Class A plays a role for investors seeking broad equity market participation with a disciplined, risk-conscious approach to dividend income and growth opportunities in their portfolios.