HCMTX Rating, Research - Hillman Advantage Equity

Hillman Advantage Equity (hcmtx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 117

Threats + Weaknesses = 85

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hcmtx mutual fund has great long term potential.

Fund Management Team

Hillman Funds

Fund Description Update

Hillman Advantage Equity (HCMTX) Description: HCMTX is a mutual fund, which is an investment that owns a basket of assets. The HCMTX mutual fund was provided by Hillman and this investment vehicle derives the majority of its value from equity holdings (stocks). Hillmans mutual fund has a long management tenure and is in the small fund size classification. HCMTXs minimum initial investment amount is $100000 while the IRA minimum is $0. HCMTXs expense ratio is roughly 1%. The latest HCMTXs front end load was 0% and the back end load was 0%. The Hillman Advantage Equity (HCMTX) mutual fund falls under the large-cap mixed category. HCMTX focuses its investments in USA and HCMTX is not affiliated with a particular industry or fund sector. The Hillman Advantage Equity (HCMTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HCMTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HCMTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund primarily invests in common stocks (see stock research). It may invest in securities of domestic and foreign issuers. The fund may invest in securities of companies whose value it believes are not fully recognized by the public. It may invest in either growth stocks (see stock research) or value stocks (see stock research) or both. The fundses fundamental analysis of each issuer??s financial condition and industry position and market and economic conditions to select investments.

Management Analysis Update

Performance Analysis Update