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Category
US Equities - Quant Strat
Sponsor
Howard Capital Management
Fund Family
Index
HCM Defender 500 Index
Index Weighting
Active/Passive
Expense
1.00%
Inverse/Leveraged
IPO
Oct 10, 2019
Asset Type
Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short
No / Yes
Tags
Tags
Tags
Tags
Tags
-
Tags
-
Tags
-
Sector/Theme
Region
SMA20
1.33%
SMA50
1.49%
SMA200
4.30%
Return% 1Y
17.01%
Return% 3Y
17.98%
Return% 5Y
10.28%
Return% 10Y
Return% SI
Flows% 1M
0.00%
Flows% 3M
-0.54%
Flows% YTD
-2.66%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades
Total Holdings
422
AUM
580.12M
NAV/sh
52W High
65.63 -2.29%
52W Low
54.63 17.38%
Volatility
1.24% 1.53%
ATR (14)
0.95
RSI (14)
55.37
Beta
0.97
Rel Volume
1.69
Avg Volume
25.84K
Volume
12,898
Perf Week
0.73%
Perf Month
1.79%
Perf Quarter
10.73%
Perf Half Y
1.71%
Perf YTD
3.48%
Perf Year
16.42%
Perf 3Y
65.63%
Perf 5Y
56.36%
Perf 10Y
-
Prev Close
63.73
Price
64.12
Change
0.62%
Apr-25-25 06:15AM
Apr-19-25 02:25AM
HCM Defender 500 Index ETF seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the "HCM 500 Index"). The fund seeks to achieve its investment objective by investing at least 80% 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. The HCM 500 Index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.