Skip to Content
Morningstar

Level Four Large Cap Growth Active ETF LGRO

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis LGRO

Will LGRO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGRO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGRO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LGRO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Level Four Large Cap Growth Active ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LGRO

More LGRO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.54 6.1 Mil
Technology

Microsoft Corp

5.70 4.6 Mil
Technology

Amazon.com Inc

5.61 4.5 Mil
Consumer Cyclical

Alphabet Inc Class A

4.95 4.0 Mil
Communication Services

Meta Platforms Inc Class A

3.10 2.5 Mil
Communication Services

BlackRock Inc

3.07 2.5 Mil
Financial Services

NVIDIA Corp

3.06 2.5 Mil
Technology

Booking Holdings Inc

3.04 2.4 Mil
Consumer Cyclical

Lam Research Corp

2.84 2.3 Mil
Technology

PayPal Holdings Inc

2.83 2.3 Mil
Financial Services