LCLG - ETF AI Analysis
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Logan Capital Broad Innovative Growth ETF (LCLG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Many of the largest positions are well-known, innovative growth companies that have delivered generally strong results, helping support the fund’s performance.
Sector Diversification Across Growth Areas
Holdings spread across technology, communication services, industrials, and consumer cyclical sectors help reduce the impact if one growth industry slows down.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment returns go to costs instead of staying in investors’ pockets.
Concentration in a Few Large Tech and Internet Names
A meaningful share of the portfolio is tied to a small group of big technology and internet companies, increasing the impact if these stocks struggle.
Heavy U.S. Market Exposure
With almost all assets invested in U.S. companies, the ETF offers limited diversification benefits from other regions and remains highly sensitive to the U.S. market.
LCLG vs. SPDR S&P 500 ETF (SPY)
AUM112.02M
RegionNorth America
Expense Ratio0.90%
Beta1.35
IssuerLogan
Inception DateAug 05, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume534
30 Day Avg. Volume1,182
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
87.28Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering57
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCLG Summary
Logan Capital Broad Innovative Growth ETF (LCLG) is an actively managed fund that invests in large, fast-growing U.S. companies, with a strong focus on technology and other innovative businesses. It does not track a set index, but instead picks stocks the managers believe can grow faster than the overall market. Well-known holdings include Apple, Amazon, Meta Platforms, Alphabet (Google), and Netflix. Investors might consider LCLG if they want growth potential and diversification across many leading innovators. However, it is heavily tilted toward tech and growth stocks, so its price can swing up and down more than the broader market.
How much will it cost me?The Logan Capital Broad Innovative Growth ETF (LCLG) has an expense ratio of 0.9%, meaning you’ll pay $9 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting innovative, growth-oriented large-cap companies rather than tracking a passive index.
What would affect this ETF?The Logan Capital Broad Innovative Growth ETF (LCLG) could benefit from continued advancements in technology and innovation, particularly given its strong exposure to sectors like Technology and Communication Services, as well as top holdings like Apple, Meta, and Amazon. However, rising interest rates or economic slowdowns could negatively impact growth-oriented companies, and regulatory changes in the tech or financial sectors may pose additional risks. The ETF's focus on U.S.-based large-cap stocks provides stability but also ties its performance closely to the U.S. economy.
LCLG Top 10 Holdings
LCLG is leaning hard into U.S. innovation, with a clear tilt toward tech and chip-related names. Micron and KLA are the real engines right now, riding strong momentum in AI and advanced semiconductors. Flex and Amphenol add steady industrial-tech strength, quietly supporting the fund’s climb. On the other side, Big Tech staples like Apple, Alphabet, and Amazon have been more mixed, occasionally losing steam and capping some of the upside. Overall, this is a U.S.-centric, growth-heavy portfolio that lives and dies by the tech cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| KLA | 7.53% | $8.47M | $339.06B | 214.34% | 77 Outperform | |
| Micron | 5.89% | $6.63M | $1.28T | 892.28% | 79 Outperform | |
| Flex | 5.54% | $6.23M | $54.08B | 236.16% | 74 Outperform | |
| Amphenol | 5.36% | $6.04M | $201.71B | 74.24% | 78 Outperform | |
| Broadcom | 4.89% | $5.50M | $1.96T | 54.52% | 76 Outperform | |
| Apple | 4.30% | $4.84M | $4.38T | 47.40% | 79 Outperform | |
| AppLovin | 3.92% | $4.42M | $157.79B | 44.66% | 74 Outperform | |
| Alphabet Class A | 3.64% | $4.10M | $4.46T | 111.68% | 85 Outperform | |
| Amazon | 3.52% | $3.97M | $2.63T | 11.66% | 71 Outperform | |
| Mastercard | 3.05% | $3.44M | $432.77B | -10.74% | 75 Outperform |
LCLG Technical Analysis
Positive
―
Price Trends
70.72
Positive
66.30
Positive
64.76
Positive
Market Momentum
0.92
Positive
53.24
Neutral
41.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 73.59, equal to the 50-day MA of 70.72, and equal to the 200-day MA of 64.76, indicating a neutral trend. The MACD of 0.92 indicates Positive momentum. The RSI at 53.24 is Neutral, neither overbought nor oversold. The STOCH value of 41.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCLG.
LCLG Peer Comparison
Comparison Results
Performance Comparison
LCLG
Logan Capital Broad Innovative Growth ETF
73.33
17.34
30.97%
QDVO
Amplify CWP Growth & Income ETF
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CNEQ
Alger Concentrated Equity ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CAML
Congress Large Cap Growth 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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