LCLG - ETF AI Analysis

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Logan Capital Broad Innovative Growth ETF (LCLG)

Rating:73Outperform

Price Target:―

LCLG, the Logan Capital Broad Innovative Growth ETF, earns a solid overall rating thanks to several high-quality, innovative tech and communication names like Alphabet, Apple, and Broadcom, which show strong financial performance, positive earnings commentary, and promising growth drivers such as AI and services. These strengths are partly offset by risks tied to high valuations and some bearish or mixed technical signals in holdings like Amazon and Netflix, as well as company-specific risks such as leverage at AppLovin and regulatory or export-control concerns for firms like Meta and KLA. The fund is also meaningfully exposed to technology and digital-platform businesses, so investors should be comfortable with sector concentration and the volatility that can come with premium-priced growth stocks.

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. Volume2,612

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

75.01

Price 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
KLAC	KLA	6.23%	$5.95M	$194.03B	89.02%	77 Outperform
APH	Amphenol	5.78%	$5.53M	$181.59B	123.73%	78 Outperform
AVGO	Broadcom	5.26%	$5.03M	$1.58T	52.74%	76 Outperform
AAPL	Apple	4.47%	$4.28M	$3.88T	6.12%	79 Outperform
META	Meta Platforms	4.01%	$3.83M	$1.63T	-5.67%	76 Outperform
APP	AppLovin	3.94%	$3.76M	$136.67B	-0.80%	74 Outperform
MA	Mastercard	3.83%	$3.66M	$470.86B	-7.64%	75 Outperform
GOOGL	Alphabet Class A	3.70%	$3.54M	$3.67T	68.57%	85 Outperform
AMZN	Amazon	3.57%	$3.41M	$2.20T	-5.41%	71 Outperform
NFLX	Netflix	3.28%	$3.14M	$329.29B	-23.24%	73 Outperform

LCLG Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

63.96

Negative

100DMA

63.30

Negative

200DMA

60.06

Positive

Market Momentum

MACD

-0.44

Positive

RSI

44.77

Neutral

STOCH

34.62

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCLG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 63.78, equal to the 50-day MA of 63.96, and equal to the 200-day MA of 60.06, indicating a neutral trend. The MACD of -0.44 indicates Positive momentum. The RSI at 44.77 is Neutral, neither overbought nor oversold. The STOCH value of 34.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LCLG.

LCLG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LCLG	―	―	$95.39M	0.90%	―
MMLG	―	―	$81.63M	0.85%	―
PRXG	―	―	$69.92M	0.36%	―
CGGG	―	―	$64.03M	0.39%	―
PGRO	―	―	$62.53M	0.49%	―
IWFG	―	―	$54.75M	0.46%	―

Performance Comparison

LCLG

Logan Capital Broad Innovative Growth ETF

62.75

9.33

17.47%

MMLG

First Trust Multi-Manager Large Growth ETF

―

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

―

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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