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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.

Weakness in Sterling Capital Focus Equity ETF's Process and People 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 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 65.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Adyen NV ADR

13.70 8.0 Mil
Technology

S&P Global Inc

8.42 4.9 Mil
Financial Services

CoStar Group Inc

7.40 4.3 Mil
Real Estate

IDEXX Laboratories Inc

6.10 3.6 Mil
Healthcare

Shopify Inc Registered Shs -A- Subord Vtg

5.87 3.4 Mil
Technology

MSCI Inc

5.00 2.9 Mil
Financial Services

MongoDB Inc Class A

4.75 2.8 Mil
Technology

Okta Inc Class A

4.65 2.7 Mil
Technology

Veeva Systems Inc Class A

4.56 2.7 Mil
Healthcare

Amazon.com Inc

4.50 2.6 Mil
Consumer Cyclical