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Logan Capital Broad Innovative Gr ETF LCLG

Morningstar Medalist Rating
Medalist Rating as of | See Logan Capital Investment Hub

Morningstar’s Analysis LCLG

Will LCLG 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 LCLG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin Logan Capital Broad Innovative Gr ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCLG

More LCLG 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

KLA Corp

5.38 3.3 Mil
Technology

Mastercard Inc Class A

4.83 3.0 Mil
Financial Services

Netflix Inc

4.58 2.8 Mil
Communication Services

Amazon.com Inc

4.57 2.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.20 2.6 Mil
Communication Services

Apple Inc

4.13 2.6 Mil
Technology

Amphenol Corp Class A

4.04 2.5 Mil
Technology

Broadcom Inc

3.66 2.3 Mil
Technology

Dick's Sporting Goods Inc

3.56 2.2 Mil
Consumer Cyclical

Alphabet Inc Class A

2.78 1.7 Mil
Communication Services