ETF overview
LCLG aims to invest in large-cap US-listed companies with sustainable and durable earnings growth. The fund seeks companies with innovative technologies and ideas that often result in a captive market and enable them to gain an advantage over their competitors. Equity investments may include preferred stocks, ADRs, rights and warrants, and IPOs. Up to 20% of the portfolio may be allocated to foreign issuers including those in emerging markets. The fund is designed for long-term growth investors. It uses a three-part investment process that includes top-down macroeconomic analysis, fundamental research, and technical analysis. Securities must pass all three independent screens to be eligible for inclusion. LCLG converted from the mutual fund Logan Capital Large Cap Growth Fund to an ETF with $48 million in assets.
Fund facts
- Expense ratio
- 0.90%
- Fund assets
- 104.51M USD (all share classes)
- Issuer
- Logan
- Inception date
- Jun 28, 2012
- Number of holdings
- 55
Breakdown
Holdings (55)
| Name | Ticker | Weight |
|---|---|---|
| Amphenol Corp | APH | 5.69% |
| Apple Inc | AAPL | 5.33% |
| Micron Technology Inc | MU | 5.01% |
| Broadcom Inc | AVGO | 4.35% |
| Mastercard Inc | MA | 4.10% |
| KLA CORP | KLAC | 4.09% |
| Meta Platforms Inc | META | 4.05% |
| Amazon.com Inc | AMZN | 4.00% |
| Alphabet Inc | GOOGL | 3.80% |
| Flex Ltd | FLEX | 3.50% |
| and 42 more | ||
Similar ETFs
- Capital Group U.S. Large Growth ETFCGGG · Overlap 38% · Expense ratio 0.39%
- Hartford Exchange-Traded Funds - Hartford Alpha Capture Growth ETFACGO · Overlap 35% · Expense ratio 0.50%
- Zacks Trust - Zacks Focus Growth ETFGROZ · Overlap 34% · Expense ratio 1.14%
- Avantis U.S. Quality ETFAVUQ · Overlap 33% · Expense ratio 0.15%
- Harbor Long-Term Growers ETF (WINN)WINN · Overlap 33% · Expense ratio 0.57%
- Jensen Quality Growth ETFJGRW · Overlap 33% · Expense ratio 0.57%
- Columbia Large Cap Growth ETFREGS · Overlap 33% · Expense ratio 0.35%
- iShares Russell Top 200 Growth ETFIWY · Overlap 33% · Expense ratio 0.20%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.90%
- Fund assets
- 104.51M USD (all share classes)
- Issuer
- Logan
- Inception date
- Jun 28, 2012
- Number of holdings
- 55
| Name | Ticker | Weight |
|---|---|---|
| Amphenol Corp | APH | 5.69% |
| Apple Inc | AAPL | 5.33% |
| Micron Technology Inc | MU | 5.01% |
| Broadcom Inc | AVGO | 4.35% |
| Mastercard Inc | MA | 4.10% |
| KLA CORP | KLAC | 4.09% |
| Meta Platforms Inc | META | 4.05% |
| Amazon.com Inc | AMZN | 4.00% |
| Alphabet Inc | GOOGL | 3.80% |
| Flex Ltd | FLEX | 3.50% |
| and 42 more | ||
LCLG aims to invest in large-cap US-listed companies with sustainable and durable earnings growth. The fund seeks companies with innovative technologies and ideas that often result in a captive market and enable them to gain an advantage over their competitors. Equity investments may include preferred stocks, ADRs, rights and warrants, and IPOs. Up to 20% of the portfolio may be allocated to foreign issuers including those in emerging markets. The fund is designed for long-term growth investors. It uses a three-part investment process that includes top-down macroeconomic analysis, fundamental research, and technical analysis. Securities must pass all three independent screens to be eligible for inclusion. LCLG converted from the mutual fund Logan Capital Large Cap Growth Fund to an ETF with $48 million in assets.
- Capital Group U.S. Large Growth ETFCGGG · Overlap 38% · Expense ratio 0.39%
- Hartford Exchange-Traded Funds - Hartford Alpha Capture Growth ETFACGO · Overlap 35% · Expense ratio 0.50%
- Zacks Trust - Zacks Focus Growth ETFGROZ · Overlap 34% · Expense ratio 1.14%
- Avantis U.S. Quality ETFAVUQ · Overlap 33% · Expense ratio 0.15%
- Harbor Long-Term Growers ETF (WINN)WINN · Overlap 33% · Expense ratio 0.57%
- Jensen Quality Growth ETFJGRW · Overlap 33% · Expense ratio 0.57%
- Columbia Large Cap Growth ETFREGS · Overlap 33% · Expense ratio 0.35%
- iShares Russell Top 200 Growth ETFIWY · Overlap 33% · Expense ratio 0.20%
Overlap is the share of assets the two funds hold in common.
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