LCG - ETF AI Analysis

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Sterling Capital Focus Equity ETF (LCG)

Rating:69Neutral

Price Target:

$36.00

The Sterling Capital Focus Equity ETF (LCG) has a solid overall rating, reflecting a mix of strong performers and some weaker holdings. Alphabet (GOOG) stands out as a key driver of the fund’s rating, thanks to its robust growth in AI and cloud services, efficient operations, and bullish momentum. However, holdings like CoStar Group (CSGP) and Tokyo Electron (TOELY) have faced challenges such as bearish technical trends and operational efficiency issues, which may have slightly held back the fund’s overall score. The ETF’s concentration in high-growth, high-valuation stocks could pose risks during market downturns.

Positive Factors

Strong Top Holdings

Several of the largest positions, such as Idexx Laboratories and ASML Holding, have delivered strong year-to-date performance, driving the fund’s returns.

Technology Sector Leadership

With over half of the portfolio in technology stocks, the ETF benefits from exposure to a high-growth sector.

Healthy Year-to-Date Performance

The ETF has achieved positive year-to-date returns, indicating solid overall performance in 2023.

Negative Factors

High Sector Concentration

Over 50% of the fund is allocated to technology, making it vulnerable to downturns in that sector.

Limited Geographic Diversification

The ETF is heavily focused on U.S. companies, with minimal exposure to international markets.

Moderate Expense Ratio

The fund’s expense ratio is higher than some low-cost ETFs, which could reduce net returns over time.

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

AUM18.22M

RegionNorth America

Expense Ratio0.59%

Beta1.25

IssuerSterling Capital

Inception DateAug 26, 2020

Dividend YieldN/A

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume42,299

30 Day Avg. Volume9,555

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

38.56

Price Target Upside― Downside

Rating ConsensusN/A

Number of Analyst Covering22

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

LCG Summary

The Sterling Capital Focus Equity ETF (Ticker: LCG) is an investment fund that focuses on large-cap companies with strong growth potential. It includes well-known names like Alphabet (Google) and Shopify, along with other leaders in technology, healthcare, and finance. This ETF is designed for investors who want to grow their money over time by investing in established companies that are expanding quickly. With over half of its holdings in the technology sector, it offers exposure to innovative industries. However, new investors should be aware that its performance can be heavily influenced by the ups and downs of the tech market.

How much will it cost me?The Sterling Capital Focus Equity ETF (LCG) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting high-quality large-cap growth stocks rather than tracking a passive index.

What would affect this ETF?The Sterling Capital Focus Equity ETF (LCG) could benefit from continued growth in the technology sector, which makes up over half of its portfolio, as well as strong performance from its top holdings like Adyen and ASML, which are leaders in innovation. However, it may face challenges if rising interest rates or economic slowdowns negatively impact growth-oriented large-cap stocks, particularly in sectors like technology and real estate. Additionally, its heavy U.S. focus could make it vulnerable to domestic economic or regulatory changes.

LCG Top 10 Holdings

The Sterling Capital Focus Equity ETF leans heavily into technology, with over half its portfolio tied to the sector. ASML and Shopify are rising stars, buoyed by strong growth prospects and positive technical momentum, while Alphabet’s steady performance adds stability. However, S&P Global and CoStar Group are dragging the fund, with bearish trends and valuation concerns weighing on their outlook. The fund’s U.S.-centric positioning and concentration in innovative large-cap names make it a compelling choice for growth-focused investors, though its reliance on tech could amplify volatility in choppy markets.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ADYEY	Adyen	10.58%	$1.94M	$49.41B	26.38%	69 Neutral
IDXX	Idexx Laboratories	9.59%	$1.76M	$56.66B	67.20%	78 Outperform
SPGI	S&P Global	7.36%	$1.35M	$149.53B	-1.14%	73 Outperform
CSGP	CoStar Group	5.99%	$1.10M	$28.49B	-9.28%	62 Neutral
ASML	ASML Holding	5.99%	$1.10M	$392.11B	52.79%	81 Outperform
TOELY	Tokyo Electron	5.60%	$1.03M	$101.53B	51.78%	68 Neutral
GOOG	Alphabet Class C	5.43%	$996.43K	$3.50T	59.14%	86 Outperform
MDB	MongoDB	5.21%	$956.41K	$30.42B	23.44%	74 Outperform
VEEV	Veeva Systems	4.90%	$899.08K	$48.48B	28.26%	81 Outperform
AMZN	Amazon	4.82%	$883.56K	$2.66T	19.24%	76 Outperform

LCG Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

33.11

Negative

100DMA

32.54

Positive

200DMA

31.13

Positive

Market Momentum

MACD

0.07

Positive

RSI

47.45

Neutral

STOCH

41.88

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 33.41, equal to the 50-day MA of 33.11, and equal to the 200-day MA of 31.13, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 47.45 is Neutral, neither overbought nor oversold. The STOCH value of 41.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LCG.

LCG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LCG	―	―	$18.22M	0.59%	69 Neutral
MMLG	―	―	$92.65M	0.85%	71 Outperform
LCLG	―	―	$92.56M	0.90%	75 Outperform
PRXG	―	―	$62.04M	0.36%	77 Outperform
PGRO	―	―	$61.47M	0.49%	75 Outperform
IWFG	―	―	$60.77M	0.46%	75 Outperform

Performance Comparison

LCG

Sterling Capital Focus Equity ETF

33.10

2.20

7.12%

MMLG

First Trust Multi-Manager Large Growth ETF

―

LCLG

Logan Capital Broad Innovative Growth ETF

―

PRXG

Praxis Impact Large Cap Growth ETF

―

PGRO

Putnam Focused Large Cap Growth ETF

―

IWFG

IQ Winslow Focused Large Cap Growth 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.

Disclaimer

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.Date of analysis: ―

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