HCM Defender 500 Index ETF
Key Statistics
Historical Performance
Total return including reinvested distributions, from adjusted closing prices.
Price History
Price history is being compiled for this fund.
Top Holdings
Top 25 holdings as of Mar 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →
About LGH
The Fund seeks to achieve its investment objective by investing at least 80% of its net assets, includingborrowings 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. The HCM 500 Index is comprisedof securities in the Solactive US Large Cap Index (Large Cap Equity Sub-Index), which are common stocks issued by 500 large-capitalizationcompanies traded on American stock exchanges; cash or cash equivalents; or a combination of both. The HCM 500 Index alternates exposureamong a full position of securities in the Large Cap Equity Sub-Index (i.e., a full equity position), a 70/30 position of securitiesin the Large Cap Equity Sub-Index/cash or cash equivalents, a 40/60 position of securities in the Large Cap Equity Sub-Index/cash orcash equivalents; or a full position in cash or cash equivalents. The Fund may gain exposure to securities included in the HCM 500 Indexindirectly through investments in derivatives and other investment companies. The HCM 500 Index is an index sponsored, created, compiled,and maintained by the adviser and uses a representative sampling strategy. TheHCM 500 Index uses the HCM BuyLine® (BuyLine®), its proprietary quantitative investment model, to determine whenthe Fund should be in or out of the market. The BuyLine® uses trend analysis to help identify the broad trend in the equity market.When the trend is down, the HCM 500 Index reduces exposure to equities, and when the trend is up, the HCM 500 Index increases exposureto equities. When the Solactive US Large Cap Indexs closing price drops to 3.5% below the BuyLine®, the HCM 500 Index assumesa 70/30 position in equities and cash or cash equivalents. If the Solactive US Large Cap Indexs closing price drops to 6.5%below the BuyLine®, the HCM 500 Index assumes a 40/60 position in equities and cash or cash equivalents. If the Solactive US LargeCap Indexs closing price drops to 12% below the BuyLine®, the HCM 500 Index is 100% in cash or cash equivalents. Once theSolactive US Large Cap Index closes above the BuyLine® for five consecutive trading days, the HCM 500 Index will reinvest in equities.If the Solactive US Large Cap Index closes above the BuyLine® without having previously closed below the 3.5%, 6.5% or 12% levelsfor at least five consecutive trading days, the HCM 500 Index will add or maintain exposure to track the Solactive US Large Cap Index.The Fund may invest in leveraged exchange-traded funds (ETFs) in seeking to track the HCM 500 Indexs investmentexposure to the securities in the Solactive US Large Cap Index. TheFund may also invest up to 20% of its net assets at any time, including borrowings for investment purposes but exclusive of collateralheld from securities lending, in index futures, options, options on index futures, swap contracts or other derivatives, cash equivalents,other investment companies, as well as in securities and other instruments not included in the HCM 500 Index but which the adviser believeshelps the Fund track the HCM 500 Index.
LGH News
- (LGH) and the Role of Price-Sensitive Allocations
- How Hcm Defender 500 Index Etf (LGH) Affects Rotational Strategy Timing
- (LGH) and the Role of Price-Sensitive Allocations
- Responsive Playbooks and the LGH Inflection
- Responsive Playbooks and the LGH Inflection
- Understanding the Setup: (LGH) and Scalable Risk
- Short Interest in HCM Defender 500 Index ETF (NYSEARCA:LGH) Increases By 456.3%
- Former Madison City Schools superintendent takes new job at Huntsville organization
- The Technical Signals Behind (LGH) That Institutions Follow
Data for LGH is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.