Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
HCM Defender 500 Index ETF LGH
Morningstar’s Analysis LGH
Will LGH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Direxion Daily S&P500® Bull 3X ETF | 19.42 | 77.3 Mil | — |
Microsoft Corp | 7.01 | 27.9 Mil | Technology |
Apple Inc | 6.57 | 26.1 Mil | Technology |
NVIDIA Corp | 6.33 | 25.2 Mil | Technology |
Amazon.com Inc | 3.74 | 14.9 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.28 | 9.1 Mil | Communication Services |
Alphabet Inc Class A | 2.15 | 8.6 Mil | Communication Services |
Alphabet Inc Class C | 1.87 | 7.4 Mil | Communication Services |
Eli Lilly and Co | 1.54 | 6.1 Mil | Healthcare |
Broadcom Inc | 1.41 | 5.6 Mil | Technology |