LRGC - ETF AI Analysis
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AB US Large Cap Strategic Equities ETF (LRGC)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered solid gains so far this year and in recent months, showing steady positive momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and internet firms, have shown strong performance and help drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, which helps reduce the impact if any single industry runs into trouble.
Negative Factors
Heavy Tilt Toward Technology
A large portion 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 major positions, such as large software and social media companies, have recently shown weaker performance that can drag on overall returns.
Limited International Diversification
Almost all of the fund’s assets are invested in U.S. companies, offering little protection if the U.S. market faces a downturn.
LRGC vs. SPDR S&P 500 ETF (SPY)
AUM1.36B
RegionNorth America
Expense Ratio0.39%
Beta0.98
IssuerAB Funds
Inception DateSep 20, 2023
Dividend Yield0.52%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume29,729
30 Day Avg. Volume38,349
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
105.29Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRGC Summary
The AB US Large Cap Strategic Equities ETF (LRGC) invests in many of the biggest U.S. companies, with a strong focus on technology and other major sectors like finance and communication services. It doesn’t track a single index, but instead follows a strategy that picks large, well-known firms such as Apple and Microsoft, aiming for a mix of growth and stability. Someone might invest in LRGC to get broad exposure to leading U.S. stocks in one fund. A key risk is that it’s heavily tilted toward tech, so its value can rise and fall sharply with big technology companies and the overall stock market.
How much will it cost me?The AB US Large Cap Strategic Equities ETF (LRGC) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it employs a strategic selection process rather than simply tracking an index.
What would affect this ETF?The AB US Large Cap Strategic Equities ETF (LRGC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft and Nvidia. However, rising interest rates or economic slowdowns could negatively impact financial and consumer cyclical sectors, which are also key components of the ETF. Regulatory changes or geopolitical tensions affecting U.S.-based companies may further influence its performance.
LRGC Top 10 Holdings
LRGC is riding a powerful Big Tech and AI wave, with Nvidia and Microsoft doing much of the heavy lifting as their cloud and AI stories keep attracting buyers. Alphabet and Amazon are more of a mixed bag, with recent trading a bit choppy but longer-term trends still supportive. Apple looks like it’s catching its breath, no longer sprinting but still adding steady heft to the portfolio. Broadcom has also cooled lately, acting as a mild drag. Overall, this is a U.S.-only fund heavily tilted toward mega-cap tech and communication giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.47% | $115.11M | $5.55T | 37.92% | 76 Outperform | |
| Microsoft | 6.54% | $88.87M | $3.71T | 0.95% | 79 Outperform | |
| Alphabet Class C | 5.95% | $80.90M | $4.12T | 42.58% | 82 Outperform | |
| Apple | 5.60% | $76.08M | $4.67T | 33.49% | 79 Outperform | |
| Amazon | 4.81% | $65.39M | $2.79T | 11.27% | 71 Outperform | |
| Visa | 3.28% | $44.63M | $700.27B | 9.28% | 70 Outperform | |
| Broadcom | 3.04% | $41.38M | $1.70T | 6.87% | 76 Outperform | |
| Meta Platforms | 2.99% | $40.70M | $1.57T | -18.03% | 76 Outperform | |
| Charles Schwab | 1.86% | $25.33M | $189.00B | 18.73% | 74 Outperform | |
| Bank of America | 1.72% | $23.37M | $438.31B | 25.94% | 72 Outperform |
LRGC Technical Analysis
Positive
―
Price Trends
85.53
Positive
83.87
Positive
80.40
Positive
Market Momentum
0.18
Positive
53.94
Neutral
76.52
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 86.71, equal to the 50-day MA of 85.53, and equal to the 200-day MA of 80.40, indicating a neutral trend. The MACD of 0.18 indicates Positive momentum. The RSI at 53.94 is Neutral, neither overbought nor oversold. The STOCH value of 76.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRGC.
LRGC Peer Comparison
Comparison Results
Performance Comparison
LRGC
AB US Large Cap Strategic Equities ETF
86.61
11.96
16.02%
TCAF
T. Rowe Price Capital Appreciation Equity ETF
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FELC
Fidelity Enhanced Large Cap Core ETF
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DIVO
Amplify CWP Enhanced Dividend Income ETF
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GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
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GPIQ
Goldman Sachs Nasdaq 100 Core Premium Income 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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