Morningstar

Intech S&P Large Cap Diversified Alpha ETF LGDX

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

Morningstar’s Analysis LGDX

Will LGDX outperform in the 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 LGDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Intech S&P Large Cap Diversified Alp ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LGDX

More LGDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.90 13M
Technology

Apple Inc

5.36 8M
Technology

Microsoft Corp

4.99 7M
Technology

Alphabet Inc Class A

4.27 6M
Communication Services

Broadcom Inc

3.59 5M
Technology

Alphabet Inc Class C

3.42 5M
Communication Services

Amazon.com Inc

3.03 4M
Consumer Cyclical

Meta Platforms Inc Class A

2.91 4M
Communication Services

Tesla Inc

1.65 2M
Consumer Cyclical

Cisco Systems Inc

1.52 2M
Technology

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