HCM Dividend Sector Plus Fund Class R (HCMZX)

Overview

This financial entity is designed as an investment fund that aims to generate returns through a diversified strategy encompassing various asset classes both domestically and internationally. Its approach integrates investments in exchange-traded funds (ETFs) that focus on a wide array of markets, including equity securities of all market sizes, fixed-income securities across various maturities and credit qualities, as well as other investment vehicles. Key to its strategy is the flexibility maintained by the fund’s adviser to allocate a significant portion of its assets to any single asset class as market conditions warrant, allowing for dynamic management and adaptation to changing financial landscapes.

Products and Services

• Equity Securities ETFs Investments

  These products provide exposure to a broad range of equity markets, both in the U.S. and overseas, encompassing companies of all sizes. By investing in ETFs that target equity securities, the fund taps into the growth potential of various industries and economies, from established markets to emerging territories.

• Fixed Income Securities Investments

  Investments in ETFs that concentrate on fixed-income securities offer the fund's portfolio diversification across different maturities, durations, and credit qualities. This includes investments in bonds, from highly rated to "junk bonds," allowing for a balanced risk-return profile in the pursuit of income generation and capital preservation.

• Other Investment Companies

  The fund also allocates assets to a variety of investment companies, including mutual funds, closed-end funds, and additional ETFs. This strategy enables further diversification through a composite investment approach, leveraging the expertise and specific focus areas of various fund managers and investment philosophies.

• Cash, Cash Equivalents, and Options

  A portion of the fund is invested in highly liquid assets such as cash and cash equivalents, providing flexibility and security. Furthermore, the strategic use of put and call options enhances the fund's ability to navigate and hedge against market volatility, providing potential for additional income and risk management.