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LCLG - ETF AI Analysis
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Logan Capital Broad Innovative Growth ETF (LCLG)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past three months and year-to-date, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several major positions like KLA, Amphenol, Amazon, Alphabet, and others have delivered generally strong or stable results, supporting the fund’s growth profile.
Diversified Across Growth-Oriented Sectors
Holdings spread across technology, communication services, consumer cyclical, industrials, and financials help reduce reliance on any single growth sector.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return goes to costs instead of staying with investors.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers very limited geographic diversification and is highly tied to the U.S. market.
Several Weak Top Holdings
Some of the largest positions, including AppLovin, Broadcom, Apple, Mastercard, Meta, and Netflix, have shown weak year-to-date performance, which can drag on overall returns.
LCLG vs. SPDR S&P 500 ETF (SPY)
AUM95.39M
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. Volume2,592
30 Day Avg. Volume2,040
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
75.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering58
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCLG Summary
The Logan Capital Broad Innovative Growth ETF (LCLG) is an actively managed fund that invests mainly in large U.S. companies focused on innovation and growth, rather than tracking a specific index. It holds many well-known names such as Apple, Amazon, Alphabet (Google), Meta, and Netflix, with a strong tilt toward technology and communication services. Someone might consider this ETF if they want long-term growth potential from leading, forward-looking companies in one diversified investment. A key risk is that, because it leans heavily toward growth and tech-related stocks, its price can rise and fall more sharply than the overall 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. tech and digital platforms, and that’s where most of the action is. Chip and hardware names like KLA and Amphenol are doing the heavy lifting, with rising share prices helping power the fund. Alphabet has also been a bright spot, adding some extra spark from the communication-services side. On the flip side, big tech icons like Apple and Meta have been losing steam lately, while Netflix’s recent slide hasn’t helped, making the fund somewhat hostage to the mood around mega-cap growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| KLA | 6.20% | $5.91M | $194.03B | 98.33% | 77 Outperform | |
| Amphenol | 5.93% | $5.66M | $181.59B | 123.50% | 78 Outperform | |
| Broadcom | 5.28% | $5.04M | $1.58T | 52.13% | 76 Outperform | |
| Apple | 4.42% | $4.22M | $3.88T | 7.75% | 79 Outperform | |
| Meta Platforms | 4.03% | $3.84M | $1.63T | -4.08% | 76 Outperform | |
| AppLovin | 4.02% | $3.83M | $136.67B | 0.81% | 74 Outperform | |
| Mastercard | 3.78% | $3.61M | $470.86B | -5.58% | 75 Outperform | |
| Alphabet Class A | 3.70% | $3.53M | $3.67T | 75.32% | 85 Outperform | |
| Amazon | 3.58% | $3.42M | $2.20T | -2.99% | 71 Outperform | |
| Netflix | 3.25% | $3.10M | $329.29B | -21.58% | 73 Outperform |
LCLG Technical Analysis
Positive
―
Price Trends
63.96
Negative
63.31
Positive
60.12
Positive
Market Momentum
-0.38
Positive
49.00
Neutral
49.57
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 63.71, equal to the 50-day MA of 63.96, and equal to the 200-day MA of 60.12, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 49.00 is Neutral, neither overbought nor oversold. The STOCH value of 49.57 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
63.44
10.02
18.76%
MMLG
First Trust Multi-Manager Large Growth ETF
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―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
―
―
―
PGRO
Putnam Focused Large Cap Growth ETF
―
―
―
IWFG
IQ Winslow Focused 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.
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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