Morningstar

HCM Defender 500 Index ETF LGH

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

Morningstar’s Analysis LGH

Will LGH outperform in the 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 LGH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGH 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 LGH’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

HCM Defender 500 Index ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LGH

More LGH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Direxion Daily S&P500® Bull 3X ETF

19.29 113M
—

Apple Inc

7.28 42M
Technology

NVIDIA Corp

6.94 41M
Technology

Microsoft Corp

5.35 31M
Technology

Amazon.com Inc

3.38 20M
Consumer Cyclical

Alphabet Inc Class A

2.52 15M
Communication Services

Alphabet Inc Class C

2.17 13M
Communication Services

Broadcom Inc

2.06 12M
Technology

Meta Platforms Inc Class A

1.87 11M
Communication Services

Eli Lilly and Co

1.48 9M
Healthcare

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