Howard Capital Management

Statistics as of May 27, 2025

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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.32
YTD Return
-2.8%
3yr Return
39.8%
1yr Return
7.1%
Total Assets
$448M
6M Money Flow
$19M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.17
YTD Return
-8.0%
3yr Return
38.1%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
$57M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
0.41
YTD Return
-7.2%
3yr Return
58.4%
1yr Return
7.9%
Total Assets
$534M
6M Money Flow
$17M
Large Value
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.10
YTD Return
-5.5%
3yr Return
23.0%
1yr Return
2.2%
Total Assets
$2B
6M Money Flow
$40M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.14
YTD Return
-2.9%
3yr Return
28.7%
1yr Return
5.5%
Total Assets
$714M
6M Money Flow
-$15M
Nontraditional Bond
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
-0.3%
3yr Return
-
1yr Return
2.8%
Total Assets
$122M
6M Money Flow
-$4M