HCM Tactical Growth R (HCMSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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HCM Tactical Growth R
OMAHA NE 68130
17605 WRIGHT STREET
Northern Lights Fund Trust III
631-470-2621
Management information
,Lead manager since 29 July 2014
Vance Howard has been the President, CEO, Chairman of the Board and founder of Howard since 1999. Prior to forming Howard, he was the President, CEO, Chairman and founder of Chartered Financial Services, Inc., an investment advisory firm. Vance Howard began his professional money management career in 1992 with the formation of Chartered Financial Services, Inc., which was renamed Howard Capital Management, Inc. in 1999. Vance specializes in research, development, and implementation of various types of trading systems. Mr. Howard holds a Bachelor’s degree in General Business from Sam Houston State University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyHoward Capital Management
Net assets1.36B
YTD return2.88%
Yield0.00%
Morningstar rating★★★
Inception date29 Jul 2014
Fund operations
Last dividendN/A
Last cap gain13.00
Holdings turnover298.00%
Average for categoryN/A
Fees and expenses
ExpenseHCMSXCategory average
Annual report expense ratio (net)1.68%0.99%
Prospectus net expense ratio1.68%N/A
Prospectus gross expense ratio1.68%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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