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HCM Tactical Growth Fund Class A HCMGX |
 Prospectus |  Mutual FundReport Card |
Daily Total Returns as of 04/30/2025
Actual Returns | Average Annual Returns | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | YTD04/30/2025 | 1 Day | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | 15 Year | |
| HCMGX1Fund Performance (without load) | -15.04% | +0.44% | +0.44% | -12.61% | +7.30% | +8.01% | +15.66% | +12.08% | -- | |
| S&P 500 TR USD2Benchmark | -5.07% | +0.58% | -0.27% | -7.62% | +10.17% | +12.12% | +15.36% | +12.19% | +12.85% | |
| Large Growth3Morningstar Category | -7.03% | +0.11% | +1.61% | -10.04% | +12.32% | +13.25% | +14.18% | +12.78% | +13.15% | |
| Rank in Category | 100 | 92 | 79 | 89 | 73 | 95 | 28 | 65 | -- | |
1 HCMGX return as of 04/30/2025 2 S&P 500 TR USD return as of 04/30/2025 3 Category: Large Growth return as of 04/30/2025 | ||||||||||
Monthly Pre-Tax Returns (%) as of 03/31/2025
- •
- HCMGX1Fund
- •
- Large Growth1Morningstar Category (with load)
- •
- S&P 500 TR USD2Broad-Based Index
- •
- HCMGX Pre-Liquidation3Fund
- •
- HCMGX Post-LiquidationFund
1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 2 Index figures do not reflect deductions for fees or expenses. 3 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. |
Actual Returns | Average Annual Returns | ||||||
|---|---|---|---|---|---|---|---|
| Description | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | Inception07/2014 | |
| HCMGX1Fund Performance (without load) 4 | -15.68% | +2.71% | +2.92% | +17.75% | +12.39% | +11.22% | |
| HCMGX2Fund Performance (with load) 4 | -20.53% | -3.20% | +0.91% | +16.36% | +11.73% | +10.61% | |
| Large Growth1Morningstar Category (without load) | -8.49% | +5.01% | +7.76% | +16.99% | +12.61% | -- | |
| Large Growth2Morningstar Category (with load) | -8.95% | +4.48% | +7.58% | +16.86% | +12.53% | -- | |
| S&P 500 TR USD3Broad-Based Index | -4.27% | +8.25% | +9.06% | +18.59% | +12.50% | -- | |
1 Numbers assume reinvestment of dividends and capital gains over each time period. 2 Fund performance is not adjusted for possible sales charges. For some funds, the sales charge is waived when purchased in a Schwab account. These funds might incur a sales charge if not purchased in a Schwab account, potentially affecting returns. Please see fund's prospectus for more information 3 Index figures do not reflect deductions for fees or expenses. 4 This fund is available without load at Schwab. | |||||||
Actual Returns | Average Annual Returns | ||||||
|---|---|---|---|---|---|---|---|
| Description | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | Inception07/2014 | |
Pre-Tax Returns | |||||||
| HCMGXFund Performance (without load) 5 | -15.68% | +2.71% | +2.92% | +17.75% | +12.39% | +11.22% | |
| HCMGX2Fund Performance (with load) 5 | -20.53% | -3.20% | +0.91% | +16.36% | +11.73% | +10.61% | |
After-Tax Returns1 | |||||||
| SEC Pre-Liquidation3(Before sale of shares) | -20.53% | -6.89% | -0.45% | +15.20% | +10.95% | +9.88% | |
| SEC Post-Liquidation(After sale of shares) | -12.15% | -1.35% | +0.32% | +12.89% | +9.47% | +8.54% | |
| Tax Cost Ratio4 | -- | 3.82% | 1.34% | 1.00% | 0.70% | -- | |
1 Figures based on highest Federal income tax bracket. State taxes are not included. Returns are without load. 2 Fund performance is adjusted for possible sales charges. For some funds, the sales charge is waived when purchased with a Schwab account. These funds might incur a sales charge if not purchased in a Schwab account, potentially affecting returns. Please see fund's prospectus for more information. 3 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. 4 Tax Cost Ratio represents the percentage-point reduction in returns that results from Federal income taxes (before shares in the fund are sold, and assuming the highest Federal tax bracket). 5 This fund is available without load at Schwab. | |||||||
Yearly Performance | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rank | 2025 YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| Top 25% | 33.84 | 39.70 | 53.28 | 33.24 | |||||||
33.10 | -6.76 | ||||||||||
| Bottom 25% | -15.68 | -38.56 | 22.63 | 10.54 | |||||||
1Compares this fund's total annual return with that of other funds in the same category.
2Figures are not adjusted for load, sales charge or taxes. See the 'Monthly Pre-Tax Returns' table above for load-adjusted performance.
Large-cap companies are generally more mature and the securities issued by these companies may not be able to reach the same levels of growth as the securities issued by small- or mid-cap companies.
An underlying strategy’s investments in growth stocks can be volatile. Growth companies usually invest a high portion of earnings in their businesses and may lack the dividends of value stocks that may cushion declining stock prices in a falling market. The prices of growth stocks are based largely on projections of the issuer’s future earnings and revenues. If a company’s earnings or revenues fall short of expectations, its stock price may fall dramatically. Growth stocks may also be more expensive relative to their earnings or assets compared to value or other stocks.
- Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download, and print a prospectus by selecting the "View Prospectus" link at the top of the page. If there are remaining questions, please call 1-800-435-4000. Please read the prospectus carefully before investing.
- Morningstar proprietary ratings reflect historical risk-adjusted performance. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of 1 fund within this scale and rated separately, which may cause slight variations in the distribution percentages). The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
- Data Source Identification
- Schwab's Financial and Other Relationships with Mutual Funds
- The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not guaranteed to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
- Market data for Daily Fund (NAVs) and charts facilitated by Fincentric™.