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HCM Defender 100 Index ETF QQH

Morningstar Medalist Rating
Medalist Rating as of | See Howard Capital Management Investment Hub

Morningstar’s Analysis QQH

Will QQH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QQH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QQH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QQH’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin HCM Defender 100 Index ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QQH

More QQH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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19.07 85.6 Mil
—

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