Howard Capital Management

Statistics as of Apr 02, 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
1.06%
TTM Yield
0.4%
3yr Sharpe
0.09
YTD Return
-6.3%
3yr Return
19.1%
1yr Return
6.8%
Total Assets
$424M
6M Money Flow
$26M
Large Growth
Expense Ratio
2.02%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
-14.9%
3yr Return
10.2%
1yr Return
4.9%
Total Assets
$2B
6M Money Flow
$46M
Large Growth
Expense Ratio
1.02%
TTM Yield
0.3%
3yr Sharpe
0.15
YTD Return
-11.5%
3yr Return
25.5%
1yr Return
9.5%
Total Assets
$504M
6M Money Flow
$19M
Large Value
Expense Ratio
2.05%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
-8.5%
3yr Return
11.8%
1yr Return
1.6%
Total Assets
$2B
6M Money Flow
$39M
Moderate Allocation
Expense Ratio
1.70%
TTM Yield
0.7%
3yr Sharpe
-0.05
YTD Return
-8.6%
3yr Return
12.3%
1yr Return
2.6%
Total Assets
$690M
6M Money Flow
-$8M
Nontraditional Bond
Expense Ratio
2.22%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
-0.8%
3yr Return
-
1yr Return
2.0%
Total Assets
$129M
6M Money Flow
-$5M