Hcm Defender 500 Etf Profile

LGH Etf  USD 53.60  0.29  0.54%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
HCM Defender is trading at 53.60 as of the 28th of November 2024. This is a 0.54 percent decrease since the beginning of the trading day. The etf's open price was 53.89. HCM Defender has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for HCM Defender 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 Index. Hcm Defender is traded on NYSEARCA Exchange in the United States.. More on HCM Defender 500

Moving together with HCM Etf

  1.0VTI Vanguard Total StockPairCorr
  1.0SPY SPDR SP 500 Aggressive PushPairCorr
  1.0IVV iShares Core SPPairCorr
  0.95VIG Vanguard DividendPairCorr
  1.0VV Vanguard Large CapPairCorr
  0.97RSP Invesco SP 500 Sell-off TrendPairCorr

Moving against HCM Etf

  0.86YCL ProShares Ultra YenPairCorr
  0.86VIIX VIIXPairCorr
  0.84FXY Invesco CurrencySharesPairCorr
  0.83ULE ProShares Ultra EuroPairCorr

HCM Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationTarget Outcome ETFs, Asset Allocation ETFs, Large Blend, Howard Capital Management (View all Sectors)
IssuerHoward Capital Management
Inception Date2019-10-10
BenchmarkHCM Defender 500 Index
Entity TypeRegulated Investment Company
Asset Under Management449.81 Million
Asset TypeMulti Asset
CategoryAsset Allocation
FocusTarget Outcome
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorUltimus Fund Solutions, LLC
AdvisorHoward Capital Management, Inc.
CustodianBrown Brothers Harriman & Co.
DistributorNorthern Lights Distributors, LLC
Portfolio ManagerVance Howard
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End31-Jan
ExchangeNYSE Arca, Inc.
Number of Constituents456
Market MakerGTS
Total Expense0.98
Management Fee0.77
Country NameUSA
Returns Y T D30.94
NameHCM Defender 500 Index ETF
Currency CodeUSD
Open FigiBBG00QJCZKT1
In Threey Volatility17.13
1y Volatility14.61
200 Day M A48.2458
50 Day M A51.4495
CodeLGH
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.13
HCM Defender 500 [LGH] is traded in USA and was established 2019-10-09. The fund is classified under Large Blend category within Howard Capital Management family. The entity is thematically classified as Target Outcome ETFs. HCM Defender 500 now have 246.03 M in assets. , while the total return for the last 3 years was 7.3%.
Check HCM Defender Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on HCM Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding HCM Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as HCM Defender 500 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top HCM Defender 500 Etf Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
PGProcter GambleStockConsumer Staples
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HCM Defender Top Holders

TFAEXTactical Growth AllocationMutual FundMultistrategy
TFAFXTactical Growth AllocationMutual FundAllocation--85%+ Equity
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HCM Defender 500 Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in HCM Defender. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

HCM Defender Against Markets

When determining whether HCM Defender 500 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of HCM Defender's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hcm Defender 500 Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Hcm Defender 500 Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in HCM Defender 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price.
You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of HCM Defender 500 is measured differently than its book value, which is the value of HCM that is recorded on the company's balance sheet. Investors also form their own opinion of HCM Defender's value that differs from its market value or its book value, called intrinsic value, which is HCM Defender's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HCM Defender's market value can be influenced by many factors that don't directly affect HCM Defender's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HCM Defender's value and its price as these two are different measures arrived at by different means. Investors typically determine if HCM Defender is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HCM Defender's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.