LGHHCM Defender 500 Index ETF

Grow my money6y track recordRanked #1,645 of 2,960 in this goal

Seeks to outperform the Solactive US Large Cap Index using the HCM 500 Index.

By Howard Capital Management · Launched 2019

Annual Cost

1.00%

#4,954 of 5,562 · expensive

Fund Size

$596M

#1,433 of 5,562 · large

Return (1Y)Goal

+24.1%

Track Record

6 years

#1,981 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,308+23.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Tactical allocation

Index tracked

HCM Defender 500 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 55.4% of fundmoderately concentrated

Direxion Shares ETF Trust

19.1%

NVIDIA Corp.

7.6%

Apple Inc.

6.8%

Microsoft Corp.

6.2%

Amazon.com, Inc.

3.8%

Broadcom Inc

2.7%

Meta Platforms Inc

2.5%

Alphabet Inc.

2.3%

Alphabet Inc.

2.3%

Tesla Inc

2.1%

Asset allocation

Stocks

97.9%

Cash

2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.3%Moderate

Year-on-year price swings

Max drawdown

-29.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.90Decent risk-adjusted returns

Sortino (3Y)

1.25Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to outperform the Solactive US Large Cap Index using the HCM 500 Index.
Strategy: Invests primarily in securities of the HCM 500 Index, which includes large-cap U.S. stocks. Uses a proprietary quantitative model to adjust equity exposure based on market trends, alternating between full equity positions and cash equivalents.
Inception date: October 9, 2019
Fund family: Howard Capital Management