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LRGC - ETF AI Analysis
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AB US Large Cap Strategic Equities ETF (LRGC)
Rating:74Outperform
Price Target:―
Positive Factors
High-Quality Mega-Cap Holdings
The ETF’s largest positions are well-known, financially strong U.S. companies that many investors view as long-term leaders in their industries.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, health care, and several other sectors help reduce the impact of weakness in any single industry.
Healthy Fund Size
With several hundred million dollars in assets, the fund is large enough to offer stability and efficient trading for most everyday investors.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Concentrated in a Handful of Names
A small group of big tech and communication services companies make up a significant portion of the fund, increasing the impact if any of them struggle.
Recent Performance Softness
The ETF’s returns over the past few months have been slightly negative, reflecting some recent weakness in several of its top holdings.
LRGC vs. SPDR S&P 500 ETF (SPY)
AUM798.22M
RegionNorth America
Expense Ratio0.39%
Beta0.98
IssuerAB Funds
Inception DateSep 20, 2023
Dividend Yield0.61%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume57,633
30 Day Avg. Volume46,717
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
95.26Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering70
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRGC Summary
The AB US Large Cap Strategic Equities ETF (LRGC) invests in many of the biggest U.S. companies, with a focus on large, established businesses rather than small or foreign firms. It doesn’t track a set index, but instead follows a strategy that picks a mix of sectors, with a lot in technology and financials. Well-known holdings include Microsoft, Nvidia, Amazon, and Apple. Someone might invest in LRGC for long-term growth and broad diversification across leading U.S. companies. A key risk is that it is heavily tilted toward tech, so its value can rise and fall sharply with that sector and the overall stock market.
How much will it cost me?The AB US Large Cap Strategic Equities ETF (LRGC) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it employs a strategic selection process rather than simply tracking an index.
What would affect this ETF?The AB US Large Cap Strategic Equities ETF (LRGC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft and Nvidia. However, rising interest rates or economic slowdowns could negatively impact financial and consumer cyclical sectors, which are also key components of the ETF. Regulatory changes or geopolitical tensions affecting U.S.-based companies may further influence its performance.
LRGC Top 10 Holdings
LRGC is riding a tech-heavy wave, with Nvidia out front as the main engine of recent gains, helped by a strong rebound in chip demand and AI enthusiasm. Apple and Alphabet are adding steady support, keeping the fund’s Big Tech core humming even as Microsoft and Amazon have been losing a bit of steam and quietly weighing on returns. Meta’s mixed but generally improving tone rounds out the story. Overall, this is a U.S.-centric, large-cap fund whose fortunes are tightly tied to mega-cap technology and communication names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.85% | $63.38M | $4.45T | 58.45% | 76 Outperform | |
| Microsoft | 6.34% | $51.17M | $2.98T | 6.10% | 79 Outperform | |
| Alphabet Class C | 5.82% | $47.02M | $3.67T | 84.06% | 82 Outperform | |
| Apple | 5.04% | $40.67M | $3.75T | 21.98% | 79 Outperform | |
| Amazon | 4.56% | $36.81M | $2.25T | 8.07% | 71 Outperform | |
| Meta Platforms | 3.70% | $29.88M | $1.61T | 8.05% | 76 Outperform | |
| Broadcom | 3.31% | $26.76M | $1.59T | 75.57% | 76 Outperform | |
| Visa | 3.03% | $24.48M | $584.19B | -6.71% | 70 Outperform | |
| Charles Schwab | 1.77% | $14.30M | $159.87B | 24.12% | 74 Outperform | |
| TSMC | 1.72% | $13.92M | $1.53T | 96.23% | 81 Outperform |
LRGC Technical Analysis
Negative
―
Price Trends
77.75
Negative
77.44
Negative
75.23
Negative
Market Momentum
-0.70
Positive
31.09
Neutral
18.07
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 76.82, equal to the 50-day MA of 77.75, and equal to the 200-day MA of 75.23, indicating a bearish trend. The MACD of -0.70 indicates Positive momentum. The RSI at 31.09 is Neutral, neither overbought nor oversold. The STOCH value of 18.07 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LRGC.
LRGC Peer Comparison
Comparison Results
Performance Comparison
LRGC
AB US Large Cap Strategic Equities ETF
74.28
9.06
13.89%
MODL
VictoryShares WestEnd U.S. Sector ETF
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BALI
BlackRock Advantage Large Cap Income ETF
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NBCR
Neuberger Berman Core Equity ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income 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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