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LCLG - AI Analysis
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Logan Capital Broad Innovative Growth ETF (LCLG)
Rating:75Outperform
Price Target:
$71.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid returns so far this year, indicating strong momentum in its holdings.
Sector Diversification
The fund is spread across multiple sectors, including technology, communication services, and consumer cyclical, reducing reliance on any single industry.
Top Holdings Performing Well
Several major holdings, such as Amphenol and KLA, have shown strong year-to-date performance, contributing positively to the ETF's overall returns.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which may eat into investor returns over time.
Over-Concentration in U.S. Market
With over 97% of its assets in U.S. companies, the fund lacks significant global diversification.
Mixed Performance Among Holdings
Some key holdings, such as Apple and Amazon, have shown weaker year-to-date performance, which could limit the fund's growth potential.
LCLG vs. SPDR S&P 500 ETF (SPY)
AUM93.42M
RegionNorth America
Expense Ratio0.90%
Beta1.35
IssuerLogan
Inception DateAug 05, 2022
Dividend Yield0.05%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume549
30 Day Avg. Volume686
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
72.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
LCLG Summary
The Logan Capital Broad Innovative Growth ETF (Ticker: LCLG) is an investment fund that focuses on large-cap companies with strong growth potential, particularly those known for innovation and cutting-edge technology. It includes well-known companies like Apple and Amazon, along with others in sectors such as technology, communication services, and consumer cyclical. This ETF is a good option for investors looking to diversify their portfolio while targeting growth opportunities in leading industries. However, since it heavily invests in growth-oriented companies, its performance can be more volatile and may fluctuate with market conditions.
How much will it cost me?The Logan Capital Broad Innovative Growth ETF (LCLG) has an expense ratio of 0.9%, meaning you’ll pay $9 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting innovative, growth-oriented large-cap companies rather than tracking a passive index.
What would affect this ETF?The Logan Capital Broad Innovative Growth ETF (LCLG) could benefit from continued advancements in technology and innovation, particularly given its strong exposure to sectors like Technology and Communication Services, as well as top holdings like Apple, Meta, and Amazon. However, rising interest rates or economic slowdowns could negatively impact growth-oriented companies, and regulatory changes in the tech or financial sectors may pose additional risks. The ETF's focus on U.S.-based large-cap stocks provides stability but also ties its performance closely to the U.S. economy.
LCLG Top 10 Holdings
The Logan Capital Broad Innovative Growth ETF (LCLG) leans heavily into technology and communication services, with names like Broadcom and KLA driving performance thanks to their focus on AI and advanced semiconductor technologies. Netflix and Alphabet add steady growth to the mix, benefiting from strategic investments in content and cloud services. However, Meta and Amazon are showing mixed results, with valuation concerns and operational challenges holding them back. With its U.S.-centric portfolio and a clear tilt toward innovation, this fund is positioned for growth but faces headwinds from a few lagging giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AppLovin | 6.02% | $5.62M | $209.92B | 289.73% | 69 Neutral | |
| Broadcom | 5.95% | $5.56M | $1.78T | 118.82% | 76 Outperform | |
| KLA | 5.89% | $5.50M | $159.92B | 81.42% | 79 Outperform | |
| Amphenol | 5.34% | $4.99M | $170.28B | 105.33% | 77 Outperform | |
| Netflix | 4.52% | $4.23M | $461.44B | 47.98% | 69 Neutral | |
| Apple | 4.46% | $4.16M | $4.03T | 21.29% | 80 Outperform | |
| Meta Platforms | 4.20% | $3.93M | $1.67T | 14.32% | 71 Outperform | |
| Mastercard | 3.93% | $3.68M | $500.53B | 8.97% | 73 Outperform | |
| Amazon | 3.92% | $3.67M | $2.38T | 23.39% | 74 Outperform | |
| Alphabet Class A | 3.27% | $3.05M | $3.41T | 64.16% | 80 Outperform |
LCLG Technical Analysis
Positive
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Price Trends
62.03
Positive
59.39
Positive
55.35
Positive
Market Momentum
0.60
Negative
59.08
Neutral
70.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 62.81, equal to the 50-day MA of 62.03, and equal to the 200-day MA of 55.35, indicating a bullish trend. The MACD of 0.60 indicates Negative momentum. The RSI at 59.08 is Neutral, neither overbought nor oversold. The STOCH value of 70.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCLG.
LCLG Peer Comparison
Comparison Results
Performance Comparison
LCLG
Logan Capital Broad Innovative Growth ETF
63.97
14.95
30.50%
MMLG
First Trust Multi-Manager Large Growth ETF
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PGRO
Putnam Focused Large Cap Growth ETF
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IWFG
IQ Winslow Focused Large Cap Growth ETF
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PRXG
Praxis Impact Large Cap Growth ETF
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CGGG
Capital Group U.S. Large 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.
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: ―
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