LGDX - ETF AI Analysis
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Intech S&P Large Cap Diversified Alpha ETF (LGDX)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leadership from Top Growth Stocks
Several major holdings in technology and online platforms have shown strong or steady performance, helping support the fund’s returns.
Reasonable Expense Ratio
The fund’s fee is moderate for an actively managed large-cap strategy, allowing investors to keep more of their returns compared with many higher-cost funds.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Results Among Top Holdings
Some of the largest positions, including major tech and health care names, have shown weak or negative performance this year, which can drag on overall returns.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the ETF offers little exposure to international markets.
LGDX vs. SPDR S&P 500 ETF (SPY)
AUM140.72M
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. Volume42
30 Day Avg. Volume2,094
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
30.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering278
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 in the S&P 500, with a strong tilt toward technology. It holds well-known names like Nvidia, Microsoft, Apple, Amazon, and Tesla, aiming to balance stability from large, established businesses with the potential for extra growth through stock selection. Someone might consider LGDX to get broad exposure to leading U.S. companies in one investment, while still trying to beat the overall market. A key risk is that it is heavily weighted in tech and large U.S. 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 leaning heavily on U.S. Big Tech and AI, with Nvidia, Apple, Microsoft, Alphabet, and Broadcom steering the ship. Nvidia and Broadcom are still rising over the longer haul, even if they’ve hit some recent bumps, while Apple and Alphabet look steady to slightly upbeat. Microsoft and Meta, however, have been losing a bit of steam, acting as mild brakes on performance. Cisco has quietly turned into a surprise bright spot. Overall, this is a U.S.-centric, tech-loaded fund where a handful of mega-cap names do most of the heavy lifting.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.51% | $11.98M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 5.43% | $7.64M | $4.53T | 47.93% | 79 Outperform | |
| Microsoft | 5.03% | $7.08M | $2.90T | -22.12% | 79 Outperform | |
| Alphabet Class A | 4.41% | $6.20M | $4.34T | 110.50% | 85 Outperform | |
| Alphabet Class C | 3.51% | $4.94M | $4.34T | 105.51% | 82 Outperform | |
| Broadcom | 3.41% | $4.79M | $1.71T | 36.42% | 76 Outperform | |
| Amazon | 3.01% | $4.23M | $2.61T | 12.14% | 71 Outperform | |
| Meta Platforms | 2.61% | $3.67M | $1.48T | -14.58% | 76 Outperform | |
| Tesla | 1.66% | $2.33M | $1.48T | 40.95% | 73 Outperform | |
| Eli Lilly & Co | 1.45% | $2.04M | $1.14T | 58.88% | 72 Outperform |
LGDX Technical Analysis
Positive
―
Price Trends
24.65
Positive
23.67
Positive
23.21
Positive
Market Momentum
0.07
Negative
57.45
Neutral
98.48
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LGDX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.72, equal to the 50-day MA of 24.65, and equal to the 200-day MA of 23.21, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 57.45 is Neutral, neither overbought nor oversold. The STOCH value of 98.48 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LGDX.
LGDX Peer Comparison
Comparison Results
Performance Comparison
LGDX
Intech S&P Large Cap Diversified Alpha ETF
25.02
3.75
17.63%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
―
―
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FTQI
First Trust Hedged BuyWrite Income ETF
―
―
―
OMAH
VistaShares Target 15 Berkshire Select Income ETF
―
―
―
NBCR
Neuberger Berman Core Equity ETF
―
―
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INFO
Harbor PanAgora Dynamic Large Cap Core 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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