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LRGF - ETF AI Analysis
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iShares MSCI USA Multifactor ETF (LRGF)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Broadcom, and Microsoft, have delivered strong year-to-date performance, boosting the ETF's returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to similar funds.
Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to technology, financials, and consumer cyclical industries, reducing reliance on any single sector.
Negative Factors
High Technology Concentration
Over 36% of the portfolio is allocated to technology, making the fund sensitive to downturns in this sector.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, with minimal international diversification.
Recent Short-Term Weakness
The ETF experienced a slight decline in one-month performance, which may concern investors looking for consistent short-term gains.
LRGF vs. SPDR S&P 500 ETF (SPY)
AUM3.05B
RegionNorth America
Expense Ratio0.08%
Beta1.03
IssueriShares
Inception DateApr 28, 2015
Dividend Yield1.08%
Asset ClassEquity
Index TrackedSTOXX U.S. Equity Factor
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume126,790
30 Day Avg. Volume158,888
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
81.86Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering286
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRGF Summary
The iShares MSCI USA Multifactor ETF (LRGF) is an investment fund that focuses on U.S. companies across various sizes, including large, mid, and small-cap stocks. It follows the MSCI USA Diversified Multiple-Factor Index, which selects companies based on factors like value, quality, and growth potential. Some well-known companies in this ETF include Nvidia and Apple. Investors might consider LRGF for diversification and the potential for steady growth by targeting stocks with strong fundamentals. However, since it is heavily weighted in technology (over 36%), its performance can be impacted by fluctuations in the tech sector.
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
The iShares MSCI USA Multifactor ETF (LRGF) leans heavily on technology, with Nvidia and Apple leading the charge. Nvidia’s long-term growth story in AI and data centers remains compelling, though recent momentum has cooled. Apple, on the other hand, is rising steadily thanks to strong revenue growth and its expanding services segment. Microsoft has been lagging, weighed down by overbought signals despite its cloud and AI focus. Meanwhile, Alphabet’s bullish momentum and robust AI-driven growth are bright spots. With a clear tilt toward tech and U.S.-based names, this fund is riding the innovation wave but faces mixed signals from some key holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.96% | $209.63M | $4.25T | 30.37% | 76 Outperform | |
| Apple | 6.88% | $207.00M | $4.11T | 12.15% | 79 Outperform | |
| Microsoft | 5.47% | $164.73M | $3.56T | 6.99% | 79 Outperform | |
| Amazon | 3.10% | $93.24M | $2.42T | -0.56% | 71 Outperform | |
| Broadcom | 3.00% | $90.41M | $1.70T | 60.11% | 76 Outperform | |
| Alphabet Class C | 2.38% | $71.60M | $3.74T | 62.25% | 82 Outperform | |
| Meta Platforms | 2.18% | $65.48M | $1.62T | 3.85% | 76 Outperform | |
| JPMorgan Chase | 1.58% | $47.45M | $867.09B | 32.75% | 72 Outperform | |
| Tesla | 1.39% | $41.95M | $1.53T | 5.21% | 73 Outperform | |
| Visa | 1.31% | $39.33M | $665.13B | 10.51% | 70 Outperform |
LRGF Technical Analysis
Positive
―
Price Trends
69.18
Positive
68.08
Positive
63.92
Positive
Market Momentum
0.30
Negative
53.58
Neutral
72.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 68.97, equal to the 50-day MA of 69.18, and equal to the 200-day MA of 63.92, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 53.58 is Neutral, neither overbought nor oversold. The STOCH value of 72.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRGF.
LRGF Peer Comparison
Comparison Results
Performance Comparison
LRGF
iShares MSCI USA Multifactor ETF
69.70
7.90
12.78%
ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity ETF
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BBUS
JP Morgan Betabuilders U.S. Equity ETF
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―
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DSI
iShares MSCI KLD 400 Social ETF
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―
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VTHR
Vanguard Russell 3000 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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