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LRGG - ETF AI Analysis
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Macquarie Focused Large Growth ETF (LRGG)
Rating:74Outperform
Price Target:―
Positive Factors
High-Quality Mega-Cap Holdings
The ETF’s largest positions are in well-known, financially strong companies that many investors view as long-term market leaders.
Growth-Focused Technology Tilt
Nearly half of the portfolio is in technology and related growth names, which can benefit if innovative and digital businesses continue to do well over time.
Meaningful Exposure to Steady Financial and Health Care Names
Significant weights in financial and health care companies add exposure to sectors that can provide balance alongside the fund’s growth-oriented technology holdings.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.
Heavy Concentration in a Few Tech Giants
A small number of large technology stocks make up a big share of the portfolio, increasing the impact if any of these companies struggle.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the fund offers little protection if the U.S. market faces a downturn.
LRGG vs. SPDR S&P 500 ETF (SPY)
AUM308.96M
RegionNorth America
Expense Ratio0.45%
Beta0.94
IssuerNomura
Inception DateMay 14, 2024
Dividend Yield0.17%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume112,847
30 Day Avg. Volume55,664
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
35.23Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering22
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRGG Summary
The Macquarie Focused Large Growth ETF (LRGG) is an actively managed fund that invests in large U.S. companies with strong growth potential instead of tracking a set index. It focuses heavily on technology and other fast-growing sectors, with top holdings like Nvidia and Microsoft, along with other well-known names such as Apple and Amazon. Someone might consider this ETF if they want long-term growth from leading companies rather than broad market exposure. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can swing more than the overall market.
How much will it cost me?The Macquarie Focused Large Growth ETF (LRGG) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on a curated selection of high-growth companies rather than tracking a broad index.
What would affect this ETF?The Macquarie Focused Large Growth ETF (LRGG) could benefit from continued innovation and strong performance in the technology sector, which makes up nearly half of its portfolio and includes major players like Microsoft, Nvidia, and Apple. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, especially in sectors like technology and consumer cyclical, which rely heavily on future earnings potential. Additionally, regulatory changes in the U.S., where the ETF is geographically concentrated, could pose risks to its top holdings.
LRGG Top 10 Holdings
LRGG is essentially riding on the shoulders of U.S. mega-cap tech, with Nvidia and Microsoft as the twin engines—though both have been more sputtering than soaring lately, which can cap near-term upside. Apple is also losing steam, adding to the drag at the top. On the brighter side, Amazon and Alphabet have been rising, helping to keep the tech-heavy portfolio moving forward. Outside of Big Tech, steady gains from Intercontinental Exchange and Danaher show that select financial and health care names are quietly pulling their weight.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.13% | $50.20M | $4.57T | 39.78% | 76 Outperform | |
| Microsoft | 12.91% | $40.18M | $2.97T | -2.39% | 79 Outperform | |
| Apple | 8.31% | $25.87M | $3.88T | 6.12% | 79 Outperform | |
| Amazon | 5.81% | $18.07M | $2.20T | -5.41% | 71 Outperform | |
| Alphabet Class C | 4.97% | $15.46M | $3.67T | 67.18% | 82 Outperform | |
| Visa | 4.78% | $14.88M | $610.49B | -8.49% | 70 Outperform | |
| Verisk Analytics | 4.50% | $14.02M | $25.65B | -38.16% | 71 Outperform | |
| TSMC | 4.41% | $13.71M | $1.57T | 81.79% | 81 Outperform | |
| Danaher | 4.38% | $13.63M | $147.32B | 0.48% | 75 Outperform | |
| Intercontinental Exchange | 4.09% | $12.73M | $88.13B | -8.20% | 80 Outperform |
LRGG Technical Analysis
Negative
―
Price Trends
28.70
Negative
29.14
Negative
28.94
Negative
Market Momentum
-0.64
Positive
35.36
Neutral
46.24
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.68, equal to the 50-day MA of 28.70, and equal to the 200-day MA of 28.94, indicating a bearish trend. The MACD of -0.64 indicates Positive momentum. The RSI at 35.36 is Neutral, neither overbought nor oversold. The STOCH value of 46.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LRGG.
LRGG Peer Comparison
Comparison Results
Performance Comparison
LRGG
Macquarie Focused Large Growth ETF
26.94
-0.53
-1.93%
IWLG
IQ Winslow Large Cap Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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―
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CAML
Congress Large Cap Growth 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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