CLCG - ETF AI Analysis
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Crossmark Large Cap Growth ETF (CLCG)
Rating:76Outperform
Price Target:―
Positive Factors
Strong Top Tech Holdings
Several of the largest technology positions, including Nvidia, Apple, and key chipmakers, have shown strong gains, helping drive the fund’s overall performance.
Solid Year-to-Date Results
The ETF has delivered positive year-to-date returns, indicating that its growth-focused strategy has been working so far this year.
Focused Large-Cap U.S. Exposure
The fund concentrates on large U.S. companies, giving investors targeted exposure to well-established businesses in the domestic market.
Negative Factors
Heavy Concentration in a Few Stocks
A small number of holdings, especially Nvidia and other large tech names, make up a big share of the portfolio, increasing the impact if any one of them stumbles.
Sector Concentration in Technology
With more than half of the fund in technology, the ETF is highly sensitive to swings in the tech sector and less balanced across other industries.
Higher Expense Ratio for a Passive ETF
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of staying with investors.
CLCG vs. SPDR S&P 500 ETF (SPY)
AUM29.07M
RegionNorth America
Expense Ratio0.50%
Beta1.33
IssuerCrossmark
Inception DateJul 23, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,727
30 Day Avg. Volume2,500
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
36.16Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering34
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CLCG Summary
The Crossmark Large Cap Growth ETF (CLCG) is an actively managed fund that focuses on fast-growing, large U.S. companies, with a strong tilt toward technology. It doesn’t track a set index, but instead picks stocks the managers believe have strong growth potential. Well-known holdings include Nvidia and Apple, along with other major tech and financial names. Someone might invest in CLCG to seek long-term growth and to get diversified exposure to leading U.S. growth companies in one investment. A key risk is that it is heavily weighted in tech stocks, so its price can rise or fall sharply with the tech sector and overall market.
How much will it cost me?The Crossmark Large Cap Growth ETF (CLCG) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed, which involves more research and stock selection compared to passively managed ETFs that track an index.
What would affect this ETF?The Crossmark Large Cap Growth ETF (CLCG) could benefit from continued innovation and strong performance in the technology sector, which makes up a significant portion of its holdings, including companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact growth-focused stocks, particularly in sectors like technology and consumer cyclical, which are sensitive to changes in borrowing costs and consumer spending. Regulatory changes targeting large tech firms or financial institutions could also pose risks to the ETF's performance.
CLCG Top 10 Holdings
CLCG is leaning heavily on U.S. tech, with Nvidia and Apple acting as the main engines of performance—Apple is clearly in the fast lane, while Nvidia’s ride has been bumpier but still upward over the year. Alphabet is more of a mixed bag, recently lagging and softening the tech glow. Semiconductor names like Broadcom, Lam Research, and KLA add to the chip-heavy tilt, though their short-term swings can jolt returns. On the financial side, Visa and Mastercard are steady but not spectacular, giving the fund a bit of balance without stealing the spotlight.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 17.00% | $4.94M | $5.20T | 20.64% | 76 Outperform | |
| Apple | 9.27% | $2.69M | $4.51T | 35.82% | 79 Outperform | |
| Alphabet Class A | 8.90% | $2.59M | $4.20T | 67.32% | 85 Outperform | |
| Eli Lilly & Co | 3.82% | $1.11M | $1.18T | 76.40% | 72 Outperform | |
| Visa | 3.61% | $1.05M | $692.75B | 6.00% | 70 Outperform | |
| Microsoft | 3.40% | $988.23K | $3.59T | -4.73% | 79 Outperform | |
| Mastercard | 3.23% | $938.30K | $508.64B | -3.06% | 75 Outperform | |
| Broadcom | 3.18% | $923.70K | $1.75T | 25.32% | 76 Outperform | |
| Lam Research | 2.94% | $854.71K | $392.91B | 213.75% | 77 Outperform | |
| Caterpillar | 2.82% | $820.45K | $380.56B | 90.03% | 76 Outperform |
CLCG Technical Analysis
Positive
―
Price Trends
28.62
Positive
28.18
Positive
27.24
Positive
Market Momentum
0.13
Positive
50.51
Neutral
5.49
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CLCG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.67, equal to the 50-day MA of 28.62, and equal to the 200-day MA of 27.24, indicating a bullish trend. The MACD of 0.13 indicates Positive momentum. The RSI at 50.51 is Neutral, neither overbought nor oversold. The STOCH value of 5.49 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CLCG.
CLCG Peer Comparison
Comparison Results
Performance Comparison
CLCG
Crossmark Large Cap Growth ETF
28.79
3.23
12.64%
AFGR
First Trust Active Factor Large Cap Growth ETF
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―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
AQLG
Highland Capital Large Capital Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
―
―
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EASY
Liberty One Defensive Dividend Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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