← Markets

HCM Dividend Sector Plus Fund - Investor Class Shares

HCMPX · NASDAQ

Market closed$21.31$-0.320000 (-1.48%)

Key statistics

Previous close$21.63
Open$21.31
Day high$21.31
Day low$21.31
52-week high$22.22
52-week low$18.08
Market cap2.01B
Volume—
Average volume—
P/E ratio—
Forward P/E—
EPS—
Dividend yield0.00%

What is happening

Recent company-specific developments and publisher coverage.

July 16, 2026HCM Dividend Sector Plus Fund closed modestly lower against a broadly constructive backdrop for financial services, as the XLF sector ETF held near its 52-week high. The financial sector is riding a wave of blowout Q2 earnings—Finance sector profits are up 30%+ year-over-year, with Goldman Sachs, JPMorgan, Citigroup, BofA, and State Street all beating estimates on record trading and investment banking activity. Despite tailwinds from softer CPI data and strong deal flow, Morningstar notes financial stocks remain the second-worst-performing sector over the past year amid AI disruption concerns and private credit pressures.

-0.3685

July 15, 2026HCM Dividend Sector Plus Fund edged higher, benefiting from a broadly constructive backdrop for financial services as Wall Street banks dominated headlines with blowout Q2 earnings. BlackRock surpassed forecasts and reported record iShares inflows of $310 billion in H1 2026, while Goldman Sachs, Morgan Stanley, JPMorgan, and others posted record or near-record profits driven by a surge in equities trading, M&A advisory fees, and the landmark SpaceX IPO. The XLF financial sector ETF traded near its 52-week high, reflecting broad investor confidence in asset managers and financials despite persistent inflation and geopolitical tensions tied to the US-Iran conflict.

0.6013

July 14, 2026HCM Dividend Sector Plus Fund edged lower as the broader financial services sector navigated a mixed backdrop — Wall Street mega-banks including JPMorgan and Goldman Sachs posted record or beat-estimate Q2 profits driven by surging dealmaking and trading revenue, yet Morningstar flagged financials as the second-worst-performing sector over the past year amid concerns over AI disruption and private credit cracks. The XLF sector ETF also slipped modestly in after-hours trade, reflecting lingering investor caution despite strong bank earnings, as geopolitical tensions from a collapsed U.S.-Iran ceasefire and a hawkish Fed outlook continued to weigh on sentiment.

-0.777

July 9, 2026HCM Dividend Sector Plus Fund edged higher amid a resilient but cautious financial services backdrop, as investors navigate renewed US-Iran tensions that have pushed oil prices sharply higher and reignited inflation fears. With Q2 bank earnings season kicking off July 14th—featuring JPMorgan, Bank of America, Citigroup, and Wells Fargo—dividend-focused funds are drawing attention as investors rotate toward income-oriented and defensive strategies amid AI sector volatility and geopolitical uncertainty.

0.8341

July 8, 2026HCM Dividend Sector Plus Fund (Investor Class) closed lower alongside broad financial sector weakness, as escalating U.S.-Iran geopolitical tensions sent oil prices surging over 5% and triggered a broad risk-off selloff across equities. The Financial Select Sector SPDR ETF (XLF) also retreated on the day, with rising Treasury yields, inflation concerns, and macro uncertainty ahead of Q2 bank earnings weighing on asset managers and dividend-focused funds as investors rotated away from risk assets.

-1.4233

July 6, 2026HCM Dividend Sector Plus Fund edged higher as the financial services sector benefited from a broader market advance on Wall Street, with semiconductors rebounding and the S&P 500 climbing toward multi-month highs. The XLF financial sector ETF traded near its 52-week high, supported by investor anticipation of major bank earnings—JPMorgan, Bank of America, Citigroup, and Wells Fargo are all set to report this week—while the Fed's June meeting minutes, due Wednesday, are closely watched for signals on rate policy amid roughly even odds of a September hike.

0.7867

July 1, 2026HCM Dividend Sector Plus Fund edged modestly higher as the broader financial services sector navigated a mixed trading session to close out Q2 2026. The Finance sector posted an impressive 10.9% gain for the quarter, buoyed by a surge in retail trading, higher capital market volumes, and fading recession fears, though it underperformed the S&P 500's stellar 15.5% Q2 return. Investor focus remains on Federal Reserve Chair Kevin Warsh's hawkish tone, a softer-than-expected ADP jobs report, and ongoing U.S.-Iran diplomatic uncertainty, all of which weighed on sentiment heading into the second half of 2026.

0.4182

June 29, 2026HCM Dividend Sector Plus Fund (Investor Class) edged higher after the broader Financial Services sector benefited from improving macro sentiment, as the U.S. and Iran agreed to halt tit-for-tat strikes in the Strait of Hormuz, easing geopolitical risk and supporting risk appetite. The Financial Select Sector SPDR (XLF) held steady in after-hours trading, while the S&P 500 rebounded strongly on the session as investors rotated into value and dividend-oriented strategies amid fading AI momentum and a broader market leadership shift away from mega-cap tech.

1.0329

Peers

S&P 500SPX · $7,457.69-1.01%American Beacon AHL Mgd Futs Strat R5AHLIX · $10.53-0.75%American Beacon AHL Managed Futures Strategy Fund - Investor ClassAHLPX · $10.27-0.87%American Century One Choice Mod InvAOMIX · $16.94-0.53%Baron Discovery Fund Institutional SharesBDFIX · $37.17-0.59%Franklin Gold and Precious Metals AdvFGADX · $43.38-0.71%Goldman Sachs Emerging Markets Fund Class AGEMAX · $33.32-1.62%HCM Tactical Growth Fund - Class C SharesHCMDX · $31.96-2.08%Hennessy Focus Fund Institutional ClassHFCIX · $39.04-0.74%Hennessy Focus Fund Investor ClassHFCSX · $36.91-0.73%SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class ASDLAX · $20.76-1.05%