Key stats
About HCM Defender 500 Index ETF
Expense ratio
0.98%
Home page
Inception date
Oct 10, 2019
LGH seeks to outperform the Solactive U.S. Large Cap Index using a proprietary methodology. LGH alternates exposure between 100% exposure to US large-cap stocks, 100% to 1-3 month Treasury bills, or a 50/50 combination of both. Based on the broad trend of the equity market, a quantitative investment model dictates the level of equity and T-bill exposure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
ETF
Stocks80.77%
Technology Services18.50%
Electronic Technology16.40%
Finance9.20%
Health Technology7.23%
Retail Trade6.45%
Consumer Non-Durables3.19%
Producer Manufacturing2.71%
Energy Minerals2.64%
Commercial Services2.35%
Consumer Services2.09%
Health Services1.79%
Utilities1.65%
Consumer Durables1.57%
Process Industries1.22%
Transportation1.20%
Industrial Services0.76%
Distribution Services0.65%
Communications0.62%
Non-Energy Minerals0.53%
Miscellaneous0.02%
Bonds, Cash & Other19.23%
ETF19.12%
Cash0.11%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history