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Sterling Capital Focus Equity ETF LCG

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the LCG 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 LCG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decline in its Process Pillar rating is the primary driver of Sterling Capital Focus Equity ETF's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCG

More LCG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Adyen NV ADR

17.19 11.6 Mil
Technology

CoStar Group Inc

7.60 5.1 Mil
Real Estate

S&P Global Inc

7.54 5.1 Mil
Financial Services

Shopify Inc Registered Shs -A- Subord Vtg

5.82 3.9 Mil
Technology

IDEXX Laboratories Inc

5.79 3.9 Mil
Healthcare

Amazon.com Inc

5.02 3.4 Mil
Consumer Cyclical

Alphabet Inc Class C

4.81 3.3 Mil
Communication Services

Okta Inc Class A

4.38 3.0 Mil
Technology

Veeva Systems Inc Class A

4.31 2.9 Mil
Healthcare

HubSpot Inc

4.02 2.7 Mil
Technology