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HCMAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Hillman Value (HCMAX) Ownership - Who owns Hillman Value?

The investment seeks to provide long-term total return from a combination of income and capital gains... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

HCMAX

Net Assets

110M

Fund Existence

over 24 years

Turnover

35.00

Total Expense Ratio

0.95

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.98

Assets in Top Ten Holdings

73.6M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

110M

Fund Type

OpenEnd

Index Fund

Management Fee

0.70

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

41.00

Number of Net Holdings

45.00

Number of Short Holdings

4.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

27.67%

Gain YTD

4.891

Annual Yield % from dividends

1.65

Returns for 1 year

-6.54

Returns for 3 years

-2.69

Returns for 5 years

13.60

Returns for 10 years

79.06

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Category LargeValue

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