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LRGC - ETF AI Analysis
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AB US Large Cap Strategic Equities ETF (LRGC)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF’s largest positions, such as Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, driving overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Reasonable Expense Ratio
The fund’s expense ratio of 0.39% is competitive, ensuring lower costs for investors compared to many actively managed funds.
Negative Factors
Heavy Technology Exposure
With over 33% of the portfolio in Technology, the ETF is highly sensitive to fluctuations in this sector.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Underperformance in Key Holding
Amazon, one of the top holdings, has shown weak year-to-date performance, which could weigh on the fund’s overall growth.
LRGC vs. SPDR S&P 500 ETF (SPY)
AUM681.75M
RegionNorth America
Expense Ratio0.39%
Beta0.98
IssuerAB Funds
Inception DateSep 20, 2023
Dividend Yield0.39%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26,980
30 Day Avg. Volume24,619
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
92.74Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering65
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRGC Summary
The AB US Large Cap Strategic Equities ETF (ticker: LRGC) is a fund that invests in some of the biggest and most established companies in the U.S., focusing on large-cap stocks. It includes well-known names like Microsoft and Nvidia, and covers a variety of sectors such as technology, financials, and healthcare. This ETF is a good choice for investors looking for growth potential and diversification across major industries. However, since it heavily invests in technology companies, its performance can be impacted by changes in the tech sector or broader market trends.
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
The AB US Large Cap Strategic Equities ETF (LRGC) leans heavily into technology, with giants like Nvidia and Microsoft shaping its performance. Nvidia, despite recent mixed momentum, remains a long-term growth driver thanks to its AI focus, while Microsoft’s cloud and AI initiatives are promising but currently lagging. Alphabet is a bright spot, rising steadily on strong AI and cloud growth, while Meta struggles with bearish signals and regulatory hurdles. With over 30% of the fund in tech and a U.S.-centric portfolio, LRGC is riding the innovation wave but faces challenges from valuation pressures in its top holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 7.74% | $53.36M | $3.65T | 10.98% | 79 Outperform | |
| Nvidia | 7.72% | $53.19M | $4.51T | 36.94% | 76 Outperform | |
| Alphabet Class C | 6.06% | $41.75M | $3.79T | 77.56% | 82 Outperform | |
| Apple | 4.69% | $32.33M | $4.11T | 11.87% | 79 Outperform | |
| Amazon | 4.68% | $32.27M | $2.43T | 1.28% | 71 Outperform | |
| Broadcom | 3.77% | $25.99M | $1.89T | 133.46% | 76 Outperform | |
| Meta Platforms | 3.58% | $24.66M | $1.68T | 6.08% | 76 Outperform | |
| Visa | 3.01% | $20.73M | $625.00B | 4.52% | 70 Outperform | |
| Charles Schwab | 2.03% | $14.00M | $167.53B | 14.38% | 74 Outperform | |
| Wells Fargo | 2.02% | $13.92M | $282.71B | 23.37% | 80 Outperform |
LRGC Technical Analysis
Positive
―
Price Trends
77.28
Positive
76.09
Positive
71.25
Positive
Market Momentum
0.33
Negative
57.09
Neutral
70.61
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 77.09, equal to the 50-day MA of 77.28, and equal to the 200-day MA of 71.25, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 57.09 is Neutral, neither overbought nor oversold. The STOCH value of 70.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRGC.
LRGC Peer Comparison
Comparison Results
Performance Comparison
LRGC
AB US Large Cap Strategic Equities ETF
78.13
8.28
11.85%
AVLC
Avantis U.S. Large Cap Equity ETF
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―
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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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―
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MODL
VictoryShares WestEnd U.S. Sector ETF
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―
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NBCR
Neuberger Berman Core Equity 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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