Howard Capital Management

Howard Capital Management Parent Rating

Average

Howard Capital Management is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

However, an area of strength for the firm is that they've delivered strong risk-adjusted returns for shareholders, with an average five-year Morningstar Rating of 4.5 stars across its open-end and exchange-traded products. The metric measures the risk-adjusted performance of an asset manager's currently live funds. With an average tenure of nine years among the longest-tenured managers at Howard Capital Management, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Howard Capital Management open-end and exchange-traded products are priced, on average, among the highest quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Howard Capital Management's rating.

Howard Capital Management Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.27 Bil

Investment Flows (TTM)

−37.59 Mil

Asset Growth Rate (TTM)

−1.34%

# of Share Classes

15
Morningstar Rating # of Share Classes
0
7
5
0
0
Not Rated 3

Market

US ETFs ex FoF ex Feeder

Total Net Assets

887.80 Mil

Investment Flows (TTM)

−67.72 Mil

Asset Growth Rate (TTM)

−10.11%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
1
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
HCM Defender 100 Index ETF
HCM Defender 500 Index ETF

Morningstar Mentions

HCM Defender 100 Index ETF and Direxion HCM Tactical Enhanced US Equity Strategy ETF were among the best-performing ETFs in Q2 2024.

Quick Definitions: Key Morningstar Terms

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