A Howard Capital Management Mutual Fund hits #1 in its category in Kiplinger’s Magazine

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U.S. Stock Mutual Funds shine in 2016, highlighting one of Howard Capital Management’s Mutual Funds as a top performer.

Howard Capital Management, Inc. Family of Funds

Returns matter. Downside protection matters. - Vance Howard, Fund Manager

Despite predictions of economic turmoil due to the recent election and political events, the U.S. Stock Market has shown no sign of slowing down. Historic returns post the Trump nomination and election have significantly contributed to the gain, leaving investors certain the bull market will continue due to the new administration’s plans to increase infrastructure spending, lower taxes and decrease government regulation among many industries.

Taking a closer look at the stock market’s late outstanding performance, a handful of mutual funds made a big statement in recent rankings. In an article published in Kiplinger’s March 2017 issue, “U.S. Stocks Win Again,” the magazine lists top-performing mutual funds in 11 groups, ranking Howard Capital Management’s HCM Dividend Sector Plus Fund as number one out of 814 funds in the large cap stock category for 1 year returns (returns annualized through December 31).

About the Fund: The Fund seeks growth by selecting the top dividend paying stocks from each sector along with earnings and valuation metrics. It can move 100% of its investments in securities to 100% cash and equivalents. In addition, the Fund uses HCM’s proprietary quantitative investment model, the HCM-BuyLine®, to determine when the Fund should be in or out of the equity market. Non-emotional and mathematically driven, the HCM-BuyLine® measures market ratios of new highs to new lows, in attempt to preserve capital during times of volatility.

The Fund is managed by Vance Howard, CEO and Founder of Howard Capital Management, Inc. “Returns matter. Downside protection matters,” says Mr. Howard. Opportunistic, this growth-focused strategy supports the Fund’s goal of seeking long-term capital appreciation, while striving to protect capital and capital gains from downturns. Mr. Howard continues, “We are committed to protecting client assets during market declines, all while seeking to capitalize on opportunities for growth.”

The Fund is offered on numerous investment platforms, investing in equity securities of companies included in the S&P 500 (Stand & Poor’s 500 Index) U.S. stock market benchmark.

To learn more about each Fund, please visit: http://www.howardcmfunds.com or call the office, 770-642-4902.

About Howard Capital Management, Inc: Howard Capital Management, Inc. has offered money management services since 1999, working to deliver investment opportunities to help meet the long-term goals of individuals and the financial advisors who serve them. For additional information on Howard Capital Management and its services, visit http://www.howardcm.com.

The Standard & Poor’s 500 Index is a U.S. stock market benchmark which includes an index of 500 stocks with market value ranging, but not limited to, U.S. equities, index funds & ETFs in small –, mid –, and large cap companies, of any market capitalization that are paying the highest dividend yields in each of the 10 major S&P 500 industry sectors.

Source: Kiplinger’s, “U.S. Stocks Win Again,” March, 2017, page 52.



Past performance does not guarantee future results. Rankings are only one form of performance measurement. For current performance information, please call toll free 770-642-4902 or visit http://www.howardcmfunds.com. Ranking was for the Funds Class A shares and does not account for sales charges.

Howard Capital Management, Inc. (HCM) is registered as an investment adviser with the SEC and only transacts business where it is properly registered or is otherwise exempt from registration. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Any subsequent, direct communication by HCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HCM, please contact HCM or refer to the Investment Adviser Public Disclosure website (http://www.adviserinfo.sec.gov). For additional information about HCM, including fees and services, send for our disclosure statement as set forth in our brochure using the contact information herein.

The HCM-BuyLine® is a reactive indicator, not a proactive one. Stoploss protection will not necessarily contain your losses in the desired amounts due to the limitations of the HCM-Buy-Line, market conditions, and delays in executing orders. It is not an actual stoploss order that automatically sells securities in the portfolio at a certain price. Naturally, there can be no guarantee that the HCM-BuyLine® indicator will perform as anticipated. No current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by the advisor), will be profitable or equal to past performance levels. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark for measuring the performance of a portfolio. All investment approaches have the potential for loss as well as gain. Please work with your financial advisor to determine which investment program is consistent with your financial objectives and risk tolerance. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. This material has been distributed for informational purposes only and should not be considered as investment advice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Howard Capital Management, Inc.

Investments in Mutual Funds involve risk including the possible loss of principal. There is no assurance that the Fund's will achieve their investment objectives. The adviser’s investment model carries a risk that the mathematical model used might be based on one or more incorrect assumptions. No assurance can be given that the Fund will be successful under all or any market conditions.

Investors should carefully consider the investment objectives, risks, charges and expenses of the HCM Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained at http://www.howardcmfunds.com or by calling (770) 642-4902. The prospectus should be read carefully before investing. The HCM Funds is distributed by Northern Lights Distributors, LLC, member FINRA ⁄ SIPC. Northern Lights Distributors, LLC and Howard Capital Management, Inc. are not affiliated.

HCM/50 (2/2017)

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Kathryn Howard
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