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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.

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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-highest quintile among peers.

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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
Sector

Direxion Daily S&P500® Bull 3X ETF

18.92 65.9 Mil

Microsoft Corp

7.01 24.4 Mil
Technology

Apple Inc

5.80 20.2 Mil
Technology

NVIDIA Corp

4.70 16.4 Mil
Technology

Amazon.com 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
Healthcare

Broadcom Inc

1.30 4.5 Mil
Technology