LGDX - ETF AI Analysis
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Intech S&P Large Cap Diversified Alpha ETF (LGDX)
LGDX’s rating reflects a portfolio led by high-quality tech giants like Alphabet (GOOGL/GOOG), Microsoft, and Apple, whose strong financial performance and growth in AI, cloud, and services provide a solid foundation for the fund. Nvidia, Broadcom, Micron, AMD, and Amazon further support the rating through their roles in AI and data infrastructure, though their high valuations and some mixed or weak technical signals can limit upside and add volatility. The main risk factor is the fund’s heavy tilt toward large U.S. technology and AI-related companies, which can make performance more sensitive to shifts in tech sentiment and valuation.
LGDX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 144.30M
- Region
- North America
- Expense Ratio
- 0.25%
- Beta
- 1.01
- Issuer
- Intech ETFs
- Inception Date
- Feb 28, 2025
- Dividend Yield
- 0.48%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
LGDX Summary
LGDX is an actively managed ETF that invests in large U.S. companies from the S&P 500, aiming to beat the broader market by carefully choosing stocks based on company strength and price. It focuses heavily on technology and other major sectors, with top holdings like Nvidia and Apple, giving investors exposure to many leading American businesses in one fund. Someone might invest in LGDX for growth potential and diversification across big, well-known companies. A key risk is that it is heavily tilted toward tech stocks, so its value can rise and fall sharply with swings in the technology sector and overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.25%, which means you’ll pay about $2.50 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because LGDX is actively managed, using a more complex strategy to try to outperform the market.
What would affect this ETF?
LGDX is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, so it could benefit from strong innovation, digital growth, and a healthy U.S. economy, especially if interest rates stabilize or fall and support higher stock prices. On the other hand, it could be hurt by rising interest rates, slower economic growth, tighter regulations on big tech, or market downturns that hit large-cap growth stocks harder, and its active strategy may underperform if its stock selection approach falls out of favor.
LGDX Top 10 Holdings
LGDX is leaning heavily on U.S. Big Tech and chipmakers, with Nvidia, Apple, Microsoft, and AMD acting as the main engines of performance. Nvidia has cooled off recently, but its longer-term gains and AI story still give the fund a lift, while Apple and Microsoft are steadily pulling their weight with resilient, tech-driven growth. Alphabet’s twin share classes have been lagging, creating a bit of drag, and Broadcom’s mixed showing adds to that choppiness. Overall, this is a U.S.-centric, tech-heavy ETF where semiconductors and mega-cap platforms set the tone.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.36% | $12.07M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 5.83% | $8.41M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 4.44% | $6.40M | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 3.43% | $4.95M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 3.25% | $4.68M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 2.75% | $3.97M | $3.41T | -1.31% | 82Outperform |
 AMZN | Amazon | 2.54% | $3.67M | $2.59T | 7.85% | 71Outperform |
 MU | Micron | 2.17% | $3.13M | $1.00T | 294.96% | 79Outperform |
 LLY | Eli Lilly & Co | 2.10% | $3.03M | $1.33T | 67.86% | 72Outperform |
 AMD | Advanced Micro Devices | 1.91% | $2.76M | $824.07B | 98.09% | 73Outperform |
LGDX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LGDX, the sentiment is Negative. The current price of 25.05 is below the 20-day moving average (MA) of 25.61, below the 50-day MA of 25.54, and above the 200-day MA of 24.34, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 39.86 is Neutral, neither overbought nor oversold. The STOCH value of 56.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LGDX.
LGDX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LGDX | $25.05 | $29.00(15.79% Upside) | $144.30M | 0.25% | 74Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.02(19.76% Upside) | $933.48M | 0.55% | 74Outperform |
 ROCY | $54.69 | $67.23(22.94% Upside) | $890.97M | 0.35% | 73Outperform |
 NBCR | $33.81 | $42.07(24.42% Upside) | $849.51M | 0.29% | 73Outperform |
 ROCQ | $52.46 | $69.45(32.38% Upside) | $797.51M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LGDX | Intech S&P Large Cap Diversified Alpha ETF | 25.05 | 2.20 | 9.62% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.81 | 2.38 | 7.57% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 52.46 | 5.44 | 11.57% |
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.