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.
HCM Defender 500 Index ETF LGH
Morningstar’s Analysis LGH
Will LGH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Direxion Daily S&P500® Bull 3X ETF | 18.94 | 74.7 Mil | — |
Apple Inc | 6.93 | 27.3 Mil | Technology |
Microsoft Corp | 6.70 | 26.4 Mil | Technology |
NVIDIA Corp | 5.87 | 23.2 Mil | Technology |
Amazon.com Inc | 3.55 | 14.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.10 | 8.3 Mil | Communication Services |
Alphabet Inc Class A | 2.02 | 8.0 Mil | Communication Services |
Alphabet Inc Class C | 1.76 | 6.9 Mil | Communication Services |
Eli Lilly and Co | 1.43 | 5.6 Mil | Healthcare |
Broadcom Inc | 1.34 | 5.3 Mil | Technology |