See what your fund actually adds

HCM Sector Plus Fund Investor Class HCMPX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

HCMPX compared with its replication portfolio
MeasureHCMPXReplication
Annualized growth8.6%13.2%
Annualized volatility17.0%15.7%
Sharpe ratio0.570.87
Maximum drawdown25.7%22.3%
Replication fit (R²)0.80 · Tracking error 7.5%

Replication portfolio

The published portfolio below is the investable basket used to model HCMPX’s historical return behavior.

HCMPX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap35.6%
LRGFFactor · Multi-Factor33.1%
MTUMFactor · Momentum16.1%
SCHDFactor · Dividend15.2%