Howard Capital Management’s HCM Tactical Growth hits Wall Street Journal’s Category Kings in 22 Realms
Tuesday, 7 November 2017 () HCM Tactical Growth Fund Class A shares announced as a top-performing Multicap Growth Fund in Wall Street Journal ranking based on one-year total returns out of 532 Funds as of September 29th.
Atlanta, GA (PRWEB) November 07, 2017
Wall Street Journal’s Category Kings recently listed HCM Tactical Growth Fund; A (HCMGX) as one of the top-performing Multicap Growth funds of the year. Ranked by one-year total return as of September 29th, assets as of August 31st, the Fund was mentioned in a group of 10 funds out of a total 532 in its category.
Published in the Wall Street Journal, the average 1-year total return for Tactical Growth Fund A was published at 30.3% with the category’s average performance numbers listed at 19.9%.
HCM Tactical Growth Fund (HCMGX), seeks long-term capital appreciation by investing in domestic equity securities of any market capitalization, in any sector. When invested in the market, the Fund’s portfolio will comprise of companies whose earnings have been growing, while the remaining portion of the portfolio be invested in investment companies (containing mutual funds and ETFs), which are carefully selected through a quantitative approach. Other investments may include cash, cash equivalents and put options (an option to sell a specified amount of assets at a decided price on or before a specified date).
The Fund uses a non-emotional, mathematical indicator in an attempt to proactively mitigate downside risk and determine when to be in and out of the market. Named the HCM-BuyLine®, the stoploss, systematic investment process was developed by CEO and Fund manager, Vance Howard of Howard Capital Management, Inc. When the HCM-BuyLine® indicates it’s time to leave the market behind, the Fund may go into a 100% cash position, or may combine cash with short-term bond investments.
Below is the Fund’s performance numbers since inception on July 30, 2014 as of September 30, 2017.
Fund Name – 3M, YTD RETURN, 1Y, 3Y, 5Y, Since Inception (7/30/2014)
HCM Tactical – Class A with Load: 3M - 0.57%, YTD - 15.11%, 1Y - 22.85%, 3Y - 6.29%, 5Y - N/A, Since Inception - 5.63%
Class A Maximum Sales Charge 5.75%
The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund’s investment adviser has contractually agreed to reduce its fees and/or absorb expenses of the Fund, at least until October 31, 2017, to ensure that the net annual fund operating expenses will not exceed 1.99% and 2.74% for the Fund’s Class A and Investor Class shares, respectively, subject to possible recoupment from the Fund in future years. Without these waivers, the Fund’s total annual operating expenses would be 2.75% and 3.50% for the Fund’s Class A and Investor Class shares. Please review the fund’s prospectus for more information regarding the fund’s fees and expenses. For performance information current to the most recent month-end, please call toll-free 855-969-8464.
Up-to-date performance and fact sheet for HCM Tactical Growth can be found here. The Fund is offered on numerous investment platforms.
Source: Wall Street Journal, “Category Kings in 22 Realms”, October 9, 2017, page R10. The digital link can be found here.
Howard Capital Management, Inc.
Howard Capital Management, Inc. has offered money management services since 1999, working to deliver investment opportunities to help meet the long-term goals of individuals and the financial advisors who serve them. For additional information on Howard Capital Management and its services, visit http://www.howardcm.com.
Source: Wall Street Journal, “Category Kings in 22 Realms”, October 9, 2017, page R10.
Rankings are only one form of performance measurement. For current performance information, please call toll free 770-642-4902 or visit http://www.howardcmfunds.com. Ranking was for the Funds Class A shares and does not account for sales charges.
Howard Capital Management, Inc. (HCM) is registered as an investment adviser with the SEC and only transacts business where it is properly registered or is otherwise exempt from registration. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Any subsequent, direct communication by HCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HCM, please contact HCM or refer to the Investment Adviser Public Disclosure web site (http://www. adviserinfo.sec.gov). For additional information about HCM, including fees and services, send for our disclosure statement as set forth in our brochure using the contact information herein.
The HCM-BuyLine® is a reactive indicator, not a proactive one. Stoploss protection will not necessarily contain your losses in the desired amounts due to the limitations of the HCM-Buy-Line, market conditions, and delays in executing orders. It is not an actual stoploss order that automatically sells securities in the portfolio at a certain price. Naturally, there can be no guarantee that the HCM-BuyLine® indicator will perform as anticipated. No current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by the advisor), will be profitable or equal to past performance levels. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark for measuring the performance of a portfolio. All investment approaches have the potential for loss as well as gain. Please work with your financial advisor to determine which investment program is consistent with your financial objectives and risk tolerance. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. This material has been distributed for informational purposes only and should not be considered as investment advice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Howard Capital Management, Inc.
Investments in Mutual Funds involve risk including the possible loss of principal. There is no assurance that the Fund's will achieve their investment objectives. The adviser’s investment model carries a risk that the mathematical model used might be based on one or more incorrect assumptions. No assurance can be given that the Fund will be successful under all or any market conditions.
When the Fund is out of the market and in cash or cash equivalents, there is a risk that the market will begin to rise rapidly and may cause the Fund to miss capturing the initial returns of changing market conditions. Put option buyers face the risk that the underlying security won't behave as expected and their premiums could lose all of their time values. If the price in the market is above the strike price at expiration the option will expire, worthless.
The price of small or medium capitalization company stocks may be subject to more abrupt or erratic market movements than larger, more established companies or the market averages in general. A higher portfolio turnover will result in higher transactional and brokerage costs and may result in higher taxes when Fund shares are held in a taxable account. ETFs and mutual funds are subject to investment advisory and other expenses, which will be indirectly paid by the Fund. As a result, the cost of investing in the Fund will be higher than the cost of investing directly in other investment companies and may be higher than other mutual funds that invest directly in securities. The market value of ETF and mutual fund shares may differ from their net asset value. Each investment company and ETF is subject to specific risks, depending on the nature of the fund.
Investors should carefully consider the investment objectives, risks, charges and expenses of the HCM Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained at http://www.howardcmfunds.com or by calling (770) 642-4902. The prospectus should be read carefully before investing. The HCM Funds is distributed by Northern Lights Distributors, LLC, member FINRA ⁄ SIPC. Northern Lights Distributors, LLC and Howard Capital Management, Inc. are not affiliated.
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