- What does LGH invest in?
- 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.
- What is the expense ratio of LGH?
- HCM Defender 500 Index ETF (LGH) charges an expense ratio of 1.06%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LGH?
- HCM Defender 500 Index ETF (LGH) manages $584.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is LGH actively managed or an index fund?
- LGH's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was LGH launched?
- HCM Defender 500 Index ETF (LGH) launched in October 2019 and is managed by HCM.
- How has LGH performed?
- LGH's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
