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Howard Capital Management

Howard Capital Management Parent Rating

Average

Howard Capital Management's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Even with an average pillar rating, Howard Capital Management has had impressive longevity among its product shelf. The firm's success ratio is 100%, meaning that 100% of its strategies have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. With an average tenure of eight years among the longest-tenured managers at Howard Capital Management, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Howard Capital Management open-end and exchange-traded products are priced, on average, among the most expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Howard Capital Management's rating.

Howard Capital Management Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.36 Bil

Investment Flows (TTM)

−34.59 Mil

Asset Growth Rate (TTM)

−1.26%

# of Share Classes

15
Morningstar Rating # of Share Classes
0
7
5
0
0
Not Rated 3

Market

US ETFs

Total Net Assets

893.15 Mil

Investment Flows (TTM)

91.75 Mil

Asset Growth Rate (TTM)

14.87%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
1
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
HCM Defender 100 Index ETF
HCM Defender 500 Index ETF

Morningstar Mentions

Direxion HCM Tactical Enhanced US Equity Strategy ETF and HCM Defender 100 Index ETF were among the best-performing ETFs in May 2024.

HCM Defender 100 Index ETF and Direxion HCM Tactical Enhanced US Equity Strategy ETF were among the best-performing ETFs in Q2 2024.

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