LRGF - ETF AI Analysis
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iShares MSCI USA Multifactor ETF (LRGF)
LRGF, the iShares MSCI USA Multifactor ETF, earns a solid overall rating largely because it is heavily invested in high-quality tech leaders like Apple, Microsoft, Nvidia, and Alphabet, all of which show strong financial performance and promising long-term growth in areas such as AI, cloud, and services. These strengths are partly offset by risks tied to high valuations and some bearish or mixed technical signals in several major holdings, and the fund’s concentration in large U.S. technology and growth-oriented names means it is especially sensitive to downturns in that sector.
LRGF vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.54B
- Region
- North America
- Expense Ratio
- 0.08%
- Beta
- 1.01
- Issuer
- iShares
- Inception Date
- Apr 28, 2015
- Dividend Yield
- 1.10%
- Asset Class
- Equity
- Index Tracked
- STOXX U.S. Equity Factor
LRGF Summary
LRGF is the iShares MSCI USA Multifactor ETF, which follows the MSCI USA Diversified Multiple-Factor Index. It invests in a wide range of U.S. companies across many sectors, with a strong tilt toward technology, financials, and health care. Well-known holdings include Apple and Microsoft, along with other major tech and finance names. Someone might invest in LRGF to get broad U.S. stock market exposure with an added focus on companies that show strong fundamentals and growth potential. A key risk is that it still moves up and down with the overall stock market, especially U.S. tech stocks.
How much will it cost me?
This ETF has an expense ratio of 0.08%, which means you’ll pay about $0.80 per year for every $1,000 you invest. That’s lower than the average stock ETF because it’s a rules-based, passively managed multifactor fund rather than a fully active, stock-picking strategy.
What would affect this ETF?
LRGF could benefit if the U.S. economy stays healthy, technology and other growth sectors continue to do well, and its multifactor approach helps stocks like Nvidia, Apple, and Microsoft outperform the broader market. On the downside, a slowdown in U.S. growth, rising interest rates, or tighter regulations on big tech and financial companies could hurt its major holdings and weigh on overall returns.
LRGF Top 10 Holdings
LRGF is powered by a heavy tilt toward U.S. Big Tech and chipmakers, with Nvidia and Micron acting as the main performance engines thanks to their strong, AI-fueled momentum despite some recent choppiness. Apple and Microsoft are also rising steadily, giving the fund a solid tech backbone. On the flip side, Alphabet has been lagging, and Broadcom’s mixed trading action has kept it from fully pulling its weight. With all holdings U.S.-based and technology dominating the lineup, this ETF is clearly betting on America’s digital and semiconductor future.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 7.30% | $259.80M | $4.98T | 26.91% | 79Outperform |
 NVDA | Nvidia | 6.56% | $233.34M | $4.50T | -0.77% | 76Outperform |
 MSFT | Microsoft | 5.63% | $200.41M | $3.94T | 6.74% | 79Outperform |
 GOOG | Alphabet Class C | 3.41% | $121.25M | $3.48T | -0.49% | 82Outperform |
 AMZN | Amazon | 3.37% | $119.88M | $2.80T | 6.69% | 71Outperform |
 AVGO | Broadcom | 2.23% | $79.30M | $1.40T | -17.41% | 76Outperform |
 META | Meta Platforms | 1.88% | $66.88M | $1.56T | -1.42% | 76Outperform |
 JPM | JPMorgan Chase | 1.54% | $54.85M | $888.27B | 6.72% | 72Outperform |
 V | Visa | 1.47% | $52.44M | $785.41B | 25.43% | 70Outperform |
 LLY | Eli Lilly & Co | 1.43% | $50.88M | $1.27T | 44.44% | 72Outperform |
LRGF Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGF, the sentiment is Negative. The current price of 74.97 is below the 20-day moving average (MA) of 77.91, below the 50-day MA of 78.14, and above the 200-day MA of 73.79, indicating a neutral trend. The MACD of -0.66 indicates Positive momentum. The RSI at 35.11 is Neutral, neither overbought nor oversold. The STOCH value of 25.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LRGF.
LRGF Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LRGF | $74.97 | $86.00(14.71% Upside) | $3.54B | 0.08% | 73Outperform |
 BBUS | $132.48 | $167.59(26.50% Upside) | $9.38B | 0.02% | 73Outperform |
 QLTY | $43.16 | $52.82(22.38% Upside) | $5.40B | 0.50% | 75Outperform |
 DSI | $138.49 | $178.65(29.00% Upside) | $5.16B | 0.25% | 74Outperform |
 AKRE | $60.49 | $70.70(16.88% Upside) | $5.04B | 0.98% | 68Neutral |
 VTHR | $324.41 | $426.32(31.41% Upside) | $4.68B | 0.06% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LRGF | iShares MSCI USA Multifactor ETF | 74.97 | 5.91 | 8.57% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 132.48 | 10.40 | 8.52% | |
| QLTY | GMO U.S. Quality ETF | 43.16 | 6.04 | 16.26% | |
| DSI | iShares MSCI KLD 400 Social ETF | 138.49 | 10.70 | 8.38% | |
| AKRE | Akre Focus ETF | 60.49 | -3.57 | -5.57% | |
| VTHR | Vanguard Russell 3000 ETF | 324.41 | 27.47 | 9.25% |
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.