Skip to Content

HCM Defender 500 Index ETF LGH

Medalist Rating as of | See Howard Capital Management Investment Hub

Morningstar’s Analysis LGH

Will LGH outperform in future?

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

HCM Defender 500 Index ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research


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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LGH

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD

Direxion Daily S&P500® Bull 3X ETF

18.92 65.9 Mil

Microsoft Corp

7.01 24.4 Mil

Apple Inc

5.80 20.2 Mil


4.70 16.4 Mil
Technology Inc

3.59 12.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.38 8.3 Mil
Communication Services

Alphabet Inc Class A

2.05 7.1 Mil
Communication Services

Alphabet Inc Class C

1.78 6.2 Mil
Communication Services

Eli Lilly and Co

1.41 4.9 Mil

Broadcom Inc

1.30 4.5 Mil