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LRGG - ETF AI Analysis

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LRGG

Macquarie Focused Large Growth ETF (LRGG)

Rating:74Outperform
Price Target:
LRGG’s rating reflects a portfolio led by powerful growth names like Nvidia, Microsoft, Apple, Alphabet, and TSMC, all benefiting from strong financial performance and long-term opportunities in AI, cloud, and advanced technologies. These strengths are partly offset by holdings such as Amazon, Visa, Verisk, and Motorola Solutions, where high valuations, bearish technical signals, and in Verisk’s case higher leverage, introduce added risk. The fund is also heavily tilted toward a concentrated group of large tech and growth companies, which can increase volatility if that sector faces a downturn.
Positive Factors
Leading Growth Companies
The ETF holds several well-known growth leaders that have shown strong or steady performance, which can help drive long-term returns.
Focused Technology Exposure
Nearly half of the fund is in technology and related growth areas, giving investors targeted exposure to sectors that have been key drivers of market gains.
Meaningful Fund Size
With a substantial asset base, the ETF is large enough to offer reasonable trading liquidity and fund stability for everyday investors.
Negative Factors
Weak Recent Overall Performance
The fund’s returns over the year to date and recent three-month period have been negative, signaling recent performance headwinds.
High Concentration in a Few Stocks
A small number of large positions make up a significant share of the portfolio, increasing the impact if any of these companies perform poorly.
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into returns over time compared with lower-cost alternatives.

LRGG vs. SPDR S&P 500 ETF (SPY)

LRGG Summary

The Macquarie Focused Large Growth ETF (LRGG) is an actively managed fund (no set index) that invests in large, fast-growing companies, mainly in the U.S. It leans heavily toward technology and other growth sectors, with big positions in well-known names like Nvidia and Microsoft, plus other leaders such as Apple and Amazon. Someone might consider LRGG if they want a simple way to target potential long-term growth from major companies rather than owning individual stocks. A key risk is that it’s very concentrated in tech and growth stocks, so its price can rise and fall more sharply than the overall market.
How much will it cost me?The Macquarie Focused Large Growth ETF (LRGG) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on a curated selection of high-growth companies rather than tracking a broad index.
What would affect this ETF?The Macquarie Focused Large Growth ETF (LRGG) could benefit from continued innovation and strong performance in the technology sector, which makes up nearly half of its portfolio and includes major players like Microsoft, Nvidia, and Apple. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, especially in sectors like technology and consumer cyclical, which rely heavily on future earnings potential. Additionally, regulatory changes in the U.S., where the ETF is geographically concentrated, could pose risks to its top holdings.

LRGG Top 10 Holdings

LRGG is leaning heavily on Big Tech, with Nvidia, Apple, Alphabet, Amazon, and Microsoft steering the ship and giving the fund a clear growth-and-AI flavor. Nvidia, Apple, Alphabet, and Amazon have been rising and doing most of the heavy lifting, while Microsoft’s more mixed performance keeps it from being a full-speed engine. On the flip side, financial names like Visa and data-focused Verisk have been lagging, acting as a bit of a brake. Overall, it’s a U.S.-centric, tech-driven story with a few financials softening the ride.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia16.37%$44.08M$4.97T46.83%
76
Outperform
Microsoft9.77%$26.31M$2.90T-16.57%
79
Outperform
Apple8.50%$22.90M$4.28T49.39%
79
Outperform
Alphabet Class C6.90%$18.57M$4.35T103.64%
82
Outperform
Amazon5.68%$15.29M$2.57T13.84%
71
Outperform
TSMC4.97%$13.38M$1.90T104.66%
81
Outperform
Visa4.81%$12.96M$607.42B-8.91%
70
Outperform
Verisk Analytics4.75%$12.78M$24.08B-40.79%
71
Outperform
Danaher4.10%$11.04M$127.47B-9.95%
75
Outperform
Motorola Solutions4.06%$10.92M$68.43B1.04%
70
Neutral

LRGG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.72
Positive
100DMA
27.35
Positive
200DMA
28.44
Negative
Market Momentum
MACD
-0.06
Positive
RSI
49.74
Neutral
STOCH
30.52
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.08, equal to the 50-day MA of 27.72, and equal to the 200-day MA of 28.44, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 49.74 is Neutral, neither overbought nor oversold. The STOCH value of 30.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRGG.

LRGG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$269.30M0.45%
74
Outperform
$992.25M0.52%
75
Outperform
$713.96M0.56%
73
Outperform
$656.81M0.56%
66
Neutral
$550.45M0.39%
74
Outperform
$429.71M0.48%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LRGG
Macquarie Focused Large Growth ETF
27.88
0.05
0.18%
TGRW
T. Rowe Price Growth Stock ETF
QDVO
Amplify CWP Growth & Income ETF
CNEQ
Alger Concentrated Equity ETF
FLCG
Federated Hermes MDT Large Cap Growth ETF
LRGE
ClearBridge Large Cap Growth ESG ETF
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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