Symbols

LGH

HCM Defender 500 Index ETF·NYSE

--(--)

Key Stats

Assets Under Management

564.98MUSD

Fund Flows (1Y)

25.73MUSD

Dividend Yield

0.38%

Discount/Premium to NAV

-0.03%

Shares Outstanding

9.30M

Expense Ratio

1.06%

About HCM Defender 500 Index ETF

Issuer

Howard Capital Management, Inc.

Brand

HCM

Home Page

https://howardcmfunds.com/fund/hcm-defender-500/

Inception Date

Oct 9, 2019

Structure

Open-Ended Fund

Index Tracked

HCM Defender 500 Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

Howard Capital Management, Inc. (Georgia)

Distributor

Northern Lights Distributors LLC

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.