HCM Defender 500 Index ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
HCM Defender 500 Index ETF LGH
Morningstar’s Analysis LGH
Will LGH outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Direxion Daily S&P500® Bull 3X ETF | 19.15 | 110M | — |
NVIDIA Corp | 6.97 | 40M | Technology |
Apple Inc | 6.29 | 36M | Technology |
Microsoft Corp | 4.12 | 24M | Technology |
Amazon.com Inc | 3.36 | 19M | Consumer Cyclical |
Alphabet Inc Class A | 2.92 | 17M | Communication Services |
Broadcom Inc | 2.53 | 15M | Technology |
Alphabet Inc Class C | 2.53 | 15M | Communication Services |
Meta Platforms Inc Class A | 1.71 | 10M | Communication Services |
Tesla Inc | 1.61 | 9M | Consumer Cyclical |
United States