LCLG - ETF AI Analysis

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Logan Capital Broad Innovative Growth ETF (LCLG)

Rating:73Outperform

Price Target:―

LCLG (Logan Capital Broad Innovative Growth ETF) earns a solid overall rating, mainly because many of its largest positions—like Alphabet, Apple, Broadcom, and Meta—show strong financial performance, positive earnings commentary, and promising growth drivers in areas such as AI, cloud, and services. These strengths are partly offset by risks common across several top holdings, including high valuations, some bearish or mixed technical signals (for names like Amazon and Netflix), and exposure to regulatory or macro uncertainties in fast-growing tech and digital sectors, which together keep the fund from scoring even higher.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered solid returns so far this year, indicating strong momentum in its holdings.

Sector Diversification

The fund is spread across multiple sectors, including technology, communication services, and consumer cyclical, reducing reliance on any single industry.

Top Holdings Performing Well

Several major holdings, such as Amphenol and KLA, have shown strong year-to-date performance, contributing positively to the ETF's overall returns.

Negative Factors

High Expense Ratio

The ETF charges a relatively high fee compared to many other funds, which may eat into investor returns over time.

Over-Concentration in U.S. Market

With over 97% of its assets in U.S. companies, the fund lacks significant global diversification.

Mixed Performance Among Holdings

Some key holdings, such as Apple and Amazon, have shown weaker year-to-date performance, which could limit the fund's growth potential.

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

AUM99.87M

RegionNorth America

Expense Ratio0.90%

Beta1.34

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. Volume3,217

30 Day Avg. Volume1,952

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

75.30

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering58

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

LCLG Summary

The Logan Capital Broad Innovative Growth ETF (Ticker: LCLG) is an investment fund that focuses on large-cap companies with strong growth potential, particularly those known for innovation and cutting-edge technology. It includes well-known companies like Apple and Amazon, along with others in sectors such as technology, communication services, and consumer cyclical. This ETF is a good option for investors looking to diversify their portfolio while targeting growth opportunities in leading industries. However, since it heavily invests in growth-oriented companies, its performance can be more volatile and may fluctuate with market conditions.

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

The Logan Capital Broad Innovative Growth ETF (LCLG) leans heavily into technology and communication services, with names like Alphabet and KLA driving steady performance thanks to their focus on AI and advanced tech solutions. Apple and Amazon, while still solid players, appear to be losing some momentum, with mixed signals in recent months. Netflix, on the other hand, has been a drag on the fund, struggling with bearish trends despite strategic moves. Overall, the ETF’s concentration in U.S.-based growth giants reflects a bet on innovation, but some holdings are facing headwinds that could temper its upward trajectory.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
KLAC	KLA	7.21%	$7.20M	$203.00B	106.98%	77 Outperform
APH	Amphenol	5.78%	$5.77M	$188.77B	122.40%	78 Outperform
APP	AppLovin	5.66%	$5.65M	$205.14B	66.14%	74 Outperform
AVGO	Broadcom	5.18%	$5.17M	$1.63T	48.12%	76 Outperform
AAPL	Apple	4.18%	$4.18M	$3.80T	11.11%	79 Outperform
AMZN	Amazon	3.98%	$3.97M	$2.55T	5.83%	71 Outperform
GOOGL	Alphabet Class A	3.88%	$3.88M	$4.02T	68.37%	85 Outperform
MA	Mastercard	3.77%	$3.76M	$487.30B	2.82%	75 Outperform
META	Meta Platforms	3.70%	$3.70M	$1.56T	1.22%	76 Outperform
NFLX	Netflix	3.55%	$3.54M	$402.34B	2.55%	73 Outperform

LCLG Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

63.32

Positive

100DMA

62.76

Positive

200DMA

58.11

Positive

Market Momentum

MACD

0.63

Negative

RSI

60.29

Neutral

STOCH

78.94

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 64.28, equal to the 50-day MA of 63.32, and equal to the 200-day MA of 58.11, indicating a bullish trend. The MACD of 0.63 indicates Negative momentum. The RSI at 60.29 is Neutral, neither overbought nor oversold. The STOCH value of 78.94 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LCLG	―	―	$99.87M	0.90%	―
MMLG	―	―	$89.77M	0.85%	―
PRXG	―	―	$70.87M	0.36%	―
PGRO	―	―	$64.77M	0.49%	―
CGGG	―	―	$64.63M	0.39%	―
IWFG	―	―	$57.72M	0.46%	―

Performance Comparison

LCLG

Logan Capital Broad Innovative Growth ETF

65.66

10.09

18.16%

MMLG

First Trust Multi-Manager Large Growth ETF

―

PRXG

Praxis Impact Large Cap Growth ETF

―

PGRO

Putnam Focused Large Cap Growth ETF

―

CGGG

Capital Group U.S. Large 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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