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Sterling Capital Focus Equity ETF LCG

Medalist Rating as of | See Sterling Capital Investment Hub

Morningstar’s Analysis LCG

Will LCG outperform in future?

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

Weakness in Sterling Capital Focus Equity ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings LCG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 66.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Adyen NV ADR

15.05 10.1 Mil
Technology

S&P Global Inc

8.25 5.5 Mil
Financial Services

CoStar Group Inc

7.90 5.3 Mil
Real Estate

IDEXX Laboratories Inc

6.39 4.3 Mil
Healthcare

Shopify Inc Registered Shs -A- Subord Vtg

5.53 3.7 Mil
Technology

Alphabet Inc Class C

4.92 3.3 Mil
Communication Services

Okta Inc Class A

4.80 3.2 Mil
Technology

Veeva Systems Inc Class A

4.54 3.0 Mil
Healthcare

MSCI Inc

4.45 3.0 Mil
Financial Services

Amazon.com Inc

4.37 2.9 Mil
Consumer Cyclical