LCGSterling Capital Focus Equity ETF
LCG Fund Description
LCG is an actively managed fund that seeks long-term capital appreciation. The fund is a concentrated portfolio focused on US large-cap growth stocks.
LCG Factset Analytics Insight
LCG relies on the adviser’s fundamental and quantitative research to actively select a narrow portfolio of 15 to 30 stocks, seeking to outperform the Russell 1000 Growth Index. Stocks are screened for quantitative data such as revenue growth, free cash flow growth, ROE, ROIC, interest coverage ratio, net debt to EBITDA, enterprise value to EBITDA and free cash flow yield. The adviser uses fundamental research to identify those companies with a competitive advantage, visible reinvestment opportunities, and experienced management teams. Once selected, individual holdings cannot exceed 20% of the portfolio and are reviewed at least weekly for risk/return potential. Positions are sold when perceived better opportunity exists.
LCG MSCI ESG Analytics Insight
Sterling Capital Focus Equity ETF has an MSCI ESG Fund Rating of A based on a score of 6.81 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Sterling Capital Focus Equity ETF ranks in the 69th percentile within its peer group and in the 85th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LCG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
LCG Summary Data
LCG Portfolio Data
LCG Index Data
LCG Portfolio Management
LCG Tax Exposures
LCG Fund Structure
LCG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LCG. LCG is rated a 4 out of 5.
LCG Sector/Industry Breakdown
LCG Top 10 Holdings[View All]
LCG Economic Development
LCG Performance Statistics
LCG MSCI ESG Ratings
LCG Benchmark Comparison Summary
LCG Benchmark Comparison Market Cap Size