LCLG icon

Logan Capital Broad Innovative Growth ETF
LCLG

48.30 USD
-0.18
0.37%
At close Apr 30, 4:00 PM EDT
1 day
-0.37%
5 days
1.28%
1 month
1.26%
3 months
-14.66%
6 months
-2.80%
Year to date
-9.21%
1 year
12.25%
5 years
44.01%
10 years
44.01%
0
Funds holding %
of 7,425 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 3 [Q3] → 4 (+1) [Q4]

26% more capital invested

Capital invested by funds: $60.7M [Q3] → $76.4M (+$15.7M) [Q4]

13.54% more ownership

Funds ownership: 86.13% [Q3] → 99.67% (+13.54%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

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Research analyst outlook

We haven’t received any recent analyst ratings for LCLG.

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Financial journalist opinion

Negative
Seeking Alpha
2 months ago
LCLG: 12 Years Of High Fees And Poor Returns For This Innovative Growth ETF
LCLG is comprised of 40-60 U.S. securities selected for their high earnings growth potential. It's an actively managed ETF with $80 million in assets under management and a 0.96% expense ratio. LCLG benchmarks against the Russell 1000 Growth Index, but my fundamental analysis reveals its growth prospects are actually weaker. Its components are also highly leveraged compared to its peers. We see the result of this when evaluating the performance of LCLG and its predecessor mutual fund. It's lagged its benchmark by 1.18% per year on average, with greater volatility.
LCLG: 12 Years Of High Fees And Poor Returns For This Innovative Growth ETF
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