Education
About Us
Working with TipRanks
Follow Us
LCG - ETF AI Analysis
Top Page
Sterling Capital Focus Equity ETF (LCG)
Rating:68Neutral
Price Target:
$36.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Idexx Laboratories and ASML Holding, have delivered strong year-to-date performance, driving the fund’s returns.
Technology Sector Leadership
With over half of the portfolio in technology stocks, the ETF benefits from exposure to a high-growth sector.
Healthy Year-to-Date Performance
The ETF has achieved positive year-to-date returns, indicating solid overall performance in 2023.
Negative Factors
High Sector Concentration
Over 50% of the fund is allocated to technology, making it vulnerable to downturns in that sector.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets.
Moderate Expense Ratio
The fund’s expense ratio is higher than some low-cost ETFs, which could reduce net returns over time.
LCG vs. SPDR S&P 500 ETF (SPY)
AUM22.05M
RegionNorth America
Expense Ratio0.59%
Beta1.27
IssuerSterling Capital
Inception DateAug 26, 2020
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume40,406
30 Day Avg. Volume8,203
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
39.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering22
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCG Summary
The Sterling Capital Focus Equity ETF (Ticker: LCG) is an investment fund that focuses on large-cap companies with strong growth potential. It includes well-known names like Alphabet (Google) and Shopify, along with other leaders in technology, healthcare, and finance. This ETF is designed for investors who want to grow their money over time by investing in established companies that are expanding quickly. With over half of its holdings in the technology sector, it offers exposure to innovative industries. However, new investors should be aware that its performance can be heavily influenced by the ups and downs of the tech market.
How much will it cost me?The Sterling Capital Focus Equity ETF (LCG) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting high-quality large-cap growth stocks rather than tracking a passive index.
What would affect this ETF?The Sterling Capital Focus Equity ETF (LCG) could benefit from continued growth in the technology sector, which makes up over half of its portfolio, as well as strong performance from its top holdings like Adyen and ASML, which are leaders in innovation. However, it may face challenges if rising interest rates or economic slowdowns negatively impact growth-oriented large-cap stocks, particularly in sectors like technology and real estate. Additionally, its heavy U.S. focus could make it vulnerable to domestic economic or regulatory changes.
LCG Top 10 Holdings
The Sterling Capital Focus Equity ETF leans heavily into technology, with over half its portfolio tied to the sector. ASML and Shopify are rising stars, buoyed by strong growth prospects and positive technical momentum, while Alphabet’s steady performance adds stability. However, S&P Global and CoStar Group are dragging the fund, with bearish trends and valuation concerns weighing on their outlook. The fund’s U.S.-centric positioning and concentration in innovative large-cap names make it a compelling choice for growth-focused investors, though its reliance on tech could amplify volatility in choppy markets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Adyen | 11.36% | $3.47M | $52.14B | 8.86% | 78 Outperform | |
| Idexx Laboratories | 8.31% | $2.54M | $57.84B | 74.40% | 78 Outperform | |
| S&P Global | 7.11% | $2.17M | $150.50B | 2.32% | 73 Outperform | |
| CoStar Group | 6.03% | $1.84M | $29.40B | -6.03% | 62 Neutral | |
| ASML Holding | 6.00% | $1.83M | $407.32B | 58.95% | 81 Outperform | |
| Tokyo Electron | 5.42% | $1.66M | $101.46B | 49.92% | 68 Neutral | |
| Alphabet Class C | 5.17% | $1.58M | $3.43T | 66.46% | 80 Outperform | |
| Shopify | 5.04% | $1.54M | $224.48B | 120.47% | ― | |
| MongoDB | 4.93% | $1.50M | $30.02B | 38.02% | 74 Outperform | |
| Veeva Systems | 4.74% | $1.45M | $47.98B | 37.73% | 81 Outperform |
LCG Technical Analysis
Positive
―
Price Trends
32.97
Positive
32.36
Positive
31.06
Positive
Market Momentum
0.30
Negative
64.96
Neutral
80.79
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.23, equal to the 50-day MA of 32.97, and equal to the 200-day MA of 31.06, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 64.96 is Neutral, neither overbought nor oversold. The STOCH value of 80.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCG.
LCG Peer Comparison
Comparison Results
Performance Comparison
LCG
Sterling Capital Focus Equity ETF
34.33
5.47
18.95%
MMLG
First Trust Multi-Manager Large Growth ETF
―
―
―
LCLG
Logan Capital Broad Innovative Growth ETF
―
―
―
PGRO
Putnam Focused Large Cap Growth ETF
―
―
―
IWFG
IQ Winslow Focused Large Cap Growth ETF
―
―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
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.
Disclaimer
This 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: ―
Table of Contents