LCLG - ETF AI Analysis
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Logan Capital Broad Innovative Growth ETF (LCLG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The fund has delivered solid gains so far this year, indicating that its growth-focused strategy has recently worked well for investors.
Leading Growth Companies in Top Holdings
Many of the largest positions, such as major technology and internet firms, have shown strong or steady performance, helping drive the ETF’s overall returns.
Broad Sector Mix Within Growth Theme
Exposure across technology, industrials, communication services, and consumer sectors provides some diversification within an innovative growth approach, reducing reliance on any single industry.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment returns are used to cover costs instead of staying in investors’ pockets.
Heavy U.S. Concentration
With the vast majority of assets in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market’s fortunes.
Concentrated in a Small Group of Growth Stocks
A meaningful share of the portfolio is invested in a handful of large growth names, so weakness in these companies could have an outsized impact on the fund’s performance.
LCLG vs. SPDR S&P 500 ETF (SPY)
AUM110.65M
RegionNorth America
Expense Ratio0.90%
Beta1.34
IssuerLogan
Inception DateAug 05, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume426
30 Day Avg. Volume1,313
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
89.39Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering56
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCLG Summary
Logan Capital Broad Innovative Growth ETF (LCLG) is an actively managed fund that focuses on large U.S. companies with strong growth potential, rather than tracking a set index. It leans heavily toward innovative businesses in technology and related areas, holding well-known names like Apple, Amazon, Alphabet (Google), and Meta. Someone might invest in LCLG to seek long-term growth and get diversified exposure to many leading growth companies in one investment. However, because it is concentrated in growth and tech-related stocks, its price can swing a lot and may fall sharply when these types of companies are out of favor.
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
LCLG is leaning hard into U.S. innovation, with a clear tilt toward Big Tech and semiconductors. Micron and KLA have been key engines, rising over the year thanks to AI-driven chip demand, even if their recent moves have been a bit choppy. Apple is steady and still pulling its weight, while Broadcom adds another AI chip pillar with more mixed short-term action. On the flip side, Amazon has been treading water and AppLovin is clearly lagging, acting as a small drag on an otherwise growth-focused, tech-heavy lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amphenol | 5.66% | $6.31M | $208.60B | 52.72% | 78 Outperform | |
| Broadcom | 5.28% | $5.89M | $2.04T | 38.99% | 76 Outperform | |
| Micron | 4.67% | $5.21M | $991.12B | 595.93% | 79 Outperform | |
| KLA | 4.56% | $5.08M | $258.84B | 111.76% | 77 Outperform | |
| Apple | 4.53% | $5.05M | $4.57T | 35.69% | 79 Outperform | |
| Flex | 4.38% | $4.88M | $44.83B | 138.64% | 74 Outperform | |
| Amazon | 4.09% | $4.56M | $2.96T | 25.66% | 71 Outperform | |
| Alphabet Class A | 3.69% | $4.12M | $4.33T | 77.87% | 85 Outperform | |
| Mastercard | 3.49% | $3.89M | $493.41B | -1.82% | 75 Outperform | |
| Meta Platforms | 3.15% | $3.51M | $1.51T | -22.32% | 76 Outperform |
LCLG Technical Analysis
Positive
―
Price Trends
73.06
Positive
69.63
Positive
66.42
Positive
Market Momentum
0.22
Negative
53.80
Neutral
63.09
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 72.18, equal to the 50-day MA of 73.06, and equal to the 200-day MA of 66.42, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 53.80 is Neutral, neither overbought nor oversold. The STOCH value of 63.09 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
73.32
13.45
22.47%
QDVO
Amplify CWP Growth & Income ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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CAML
Congress Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CARK
CastleArk 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.
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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