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LGHHCM Defender 500 Index ETF

Grow my money6y track recordRanked #1,680 of 2,998 in this goal

Tracks the performance of the HCM Defender 500 Index.

By Howard Capital Management · Launched 2019

Annual Cost

1.00%

#5,196 of 5,861 · expensive

Fund Size

$581M

#1,480 of 5,861 · large

Return (1Y)Goal

+13.9%

Track Record

6 years

#1,939 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,426+14.3%

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

What's inside

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 = 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
97.4%
Cash
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.0%Moderate

Year-on-year price swings

Max drawdown
-29.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.07Good 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 2026-08-04