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LRGF - ETF AI Analysis
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iShares MSCI USA Multifactor ETF (LRGF)
Rating:73Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry struggles.
Large, Established U.S. Companies
The ETF is built around many well-known, mega-cap U.S. stocks that are widely followed and financially established.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, which may concern performance-focused investors.
Heavy Concentration in Technology
A large portion of the portfolio is in technology stocks, which can increase volatility if that sector falls out of favor.
Mixed Results Among Top Holdings
Several of the largest positions have been lagging so far this year, which has likely weighed on the fund’s overall results.
LRGF vs. SPDR S&P 500 ETF (SPY)
AUM3.05B
RegionNorth America
Expense Ratio0.08%
Beta1.02
IssueriShares
Inception DateApr 28, 2015
Dividend Yield1.18%
Asset ClassEquity
Index TrackedSTOXX U.S. Equity Factor
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume280,786
30 Day Avg. Volume263,525
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
84.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering297
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRGF Summary
The iShares MSCI USA Multifactor ETF (LRGF) is a U.S. stock fund that follows the STOXX U.S. Equity Factor index. It owns a wide mix of companies across the market, from large to smaller firms, and tilts toward stocks with strong fundamentals and price trends. Big names like Apple and Nvidia are among its top holdings. Someone might invest in LRGF to get broad, diversified exposure to U.S. stocks with a built-in focus on quality and potential growth. A key risk is that it is heavily invested in U.S. stocks and tech, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The iShares MSCI USA Multifactor ETF (LRGF) has an expense ratio of 0.08%, meaning you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The iShares MSCI USA Multifactor ETF (LRGF) 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 Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-focused sectors like technology and consumer cyclical, while regulatory changes in the U.S. could affect major companies in its portfolio. Diversification across sectors and its multifactor strategy may help mitigate risks during market volatility.
LRGF Top 10 Holdings
LRGF is leaning heavily on U.S. Big Tech and AI, with Nvidia out front as a key engine of recent gains, helped by a steady Broadcom and a resilient Alphabet. Apple has perked up lately but its earlier stumbles mean it’s not pulling full weight yet, while Microsoft and Amazon have been more of a drag as their shares lose steam. Tesla’s choppy performance adds to the mixed tech picture. Johnson & Johnson provides a rare bright spot outside tech, but overall this is a U.S.-centric, tech-tilted story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.46% | $226.88M | $4.52T | 60.73% | 76 Outperform | |
| Apple | 6.42% | $195.39M | $3.83T | 20.20% | 79 Outperform | |
| Microsoft | 4.72% | $143.64M | $3.01T | 5.64% | 79 Outperform | |
| Amazon | 2.97% | $90.42M | $2.28T | 6.92% | 71 Outperform | |
| Broadcom | 2.91% | $88.51M | $1.62T | 75.86% | 76 Outperform | |
| Alphabet Class C | 2.39% | $72.57M | $3.73T | 82.50% | 82 Outperform | |
| Meta Platforms | 2.26% | $68.67M | $1.66T | 5.70% | 76 Outperform | |
| JPMorgan Chase | 1.46% | $44.40M | $775.45B | 26.16% | 72 Outperform | |
| Tesla | 1.36% | $41.37M | $1.53T | 64.38% | 73 Outperform | |
| Johnson & Johnson | 1.36% | $41.25M | $585.58B | 49.21% | 78 Outperform |
LRGF Technical Analysis
Negative
―
Price Trends
69.43
Negative
69.27
Negative
67.25
Positive
Market Momentum
-0.28
Positive
42.73
Neutral
48.75
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 68.96, equal to the 50-day MA of 69.43, and equal to the 200-day MA of 67.25, indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 42.73 is Neutral, neither overbought nor oversold. The STOCH value of 48.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LRGF.
LRGF Peer Comparison
Comparison Results
Performance Comparison
LRGF
iShares MSCI USA Multifactor ETF
67.24
9.72
16.90%
PBUS
Invesco PureBeta MSCI USA ETF
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―
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CGUS
Capital Group Core Equity ETF
―
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ONEQ
Fidelity Nasdaq Composite Index ETF
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―
―
AKRE
Akre Focus ETF
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BBUS
JP Morgan Betabuilders U.S. 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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