LGHHCM Defender 500 Index ETF
Tracks the performance of the HCM Defender 500 Index.
By Howard Capital Management · Launched 2019
Annual Cost
1.00%
#5,360 of 6,040 · expensive
Fund Size
$594M
#1,529 of 6,040 · large
Return (1Y)
+10.8%
Track Record
6 years
#1,959 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,109+11.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Tactical allocation
Index tracked
HCM Defender 500 Index
Holdings
By weightConcentration
Top 10 holdings = 75.0% of fundconcentrated
BBH SWEEP VEHICLE
59.5%
NVIDIA Corp.
3.3%
Apple Inc.
2.9%
Microsoft Corp.
2.2%
Amazon.com, Inc.
1.6%
Alphabet Inc.
1.2%
Alphabet Inc.
1.2%
Broadcom Inc
1.1%
Meta Platforms Inc
1.0%
Tesla Inc
1.0%
Asset allocation
Stocks
84.7%
Other
14.5%
Cash
0.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.1%Moderate
Year-on-year price swings
Max drawdown
-29.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.87Decent risk-adjusted returns
Sortino (3Y)
1.21Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the performance of the HCM Defender 500 Index.
- Strategy
- Invests at least 80% of net assets in common stocks of large-capitalization companies traded on American stock exchanges, using a representative sampling strategy to track the HCM Defender 500 Index. The index seeks to outperform the Solactive US Large Cap Index through a proprietary quantitative investment model, the HCM BuyLine®.
- Inception date
- October 9, 2019
- Fund family
- Howard Capital Management
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Data updated on 2026-09-18