LGDX - ETF AI Analysis
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Intech S&P Large Cap Diversified Alpha ETF (LGDX)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has shown solid gains so far this year and over recent months, indicating positive momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and healthcare names, have delivered strong returns, helping drive the fund’s results.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if one industry runs into trouble.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the ETF more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
While several major positions are performing well, some large holdings have been weak, which can drag on overall returns.
Concentration in U.S. Market
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
LGDX vs. SPDR S&P 500 ETF (SPY)
AUM144.29M
RegionNorth America
Expense Ratio0.25%
Beta1.01
IssuerIntech ETFs
Inception DateFeb 28, 2025
Dividend Yield0.47%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume226
30 Day Avg. Volume66
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
31.48Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering294
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LGDX Summary
The Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an actively managed fund that invests in many of the biggest U.S. companies found in the S&P 500. It focuses on large, well-known businesses, with a heavy tilt toward technology and communication stocks. Top holdings include household names like Apple and Nvidia, along with other major tech and healthcare firms. Someone might invest in LGDX to seek growth and diversification across many leading U.S. companies while benefiting from active stock selection. A key risk is that it’s heavily exposed to tech-related stocks, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The Intech S&P Large Cap Diversified Alpha ETF (LGDX) has an expense ratio of 0.25%, meaning you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average because it’s actively managed, which involves more research and strategy compared to passively managed funds that track an index.
What would affect this ETF?The LGDX ETF, with its focus on large-cap U.S. companies and significant exposure to technology, could benefit from continued innovation and growth in the tech sector, as well as a stable U.S. economy. However, it may face challenges from rising interest rates, which can negatively impact high-growth companies, and regulatory changes affecting major tech firms like Nvidia, Apple, and Microsoft. Additionally, economic downturns or sector-specific disruptions could pose risks to its performance.
LGDX Top 10 Holdings
LGDX is riding the Big Tech and AI wave, with Nvidia, Microsoft, and Apple acting as the main engines of performance. Nvidia and Microsoft have been rising lately, powered by demand for AI chips and cloud services, while Apple looks a bit mixed, losing steam in the short term but still steady over the year. Alphabet’s twin share classes add more tech heft, though their recent performance has been choppy, and Broadcom has been lagging, slightly dragging on returns. Overall, this is a U.S.-focused, large-cap fund heavily concentrated in technology and AI-related names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.13% | $11.63M | $5.26T | 22.76% | 76 Outperform | |
| Apple | 5.25% | $7.51M | $4.85T | 41.95% | 79 Outperform | |
| Microsoft | 4.75% | $6.80M | $3.68T | -2.80% | 79 Outperform | |
| Alphabet Class A | 4.09% | $5.86M | $4.12T | 40.57% | 85 Outperform | |
| Broadcom | 3.45% | $4.94M | $1.73T | 0.59% | 76 Outperform | |
| Alphabet Class C | 3.28% | $4.69M | $4.12T | 38.97% | 82 Outperform | |
| Amazon | 2.67% | $3.82M | $2.77T | 12.55% | 71 Outperform | |
| Micron | 2.09% | $2.99M | $1.10T | 520.28% | 79 Outperform | |
| Advanced Micro Devices | 1.95% | $2.80M | $842.57B | 225.49% | 73 Outperform | |
| Eli Lilly & Co | 1.76% | $2.52M | $1.05T | 47.70% | 72 Outperform |
LGDX Technical Analysis
Neutral
―
Price Trends
25.38
Negative
24.99
Positive
23.90
Positive
Market Momentum
-0.02
Positive
44.48
Neutral
16.53
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LGDX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.58, equal to the 50-day MA of 25.38, and equal to the 200-day MA of 23.90, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 44.48 is Neutral, neither overbought nor oversold. The STOCH value of 16.53 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LGDX.
LGDX Peer Comparison
Comparison Results
Performance Comparison
LGDX
Intech S&P Large Cap Diversified Alpha ETF
25.29
2.96
13.26%
FTQI
First Trust Hedged BuyWrite Income ETF
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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NBCR
Neuberger Berman Core Equity ETF
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AFLG
First Trust Active Factor Large Cap ETF
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GSPY
Gotham Enhanced 500 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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