Level Four Large Cap Growth Active ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Level Four Large Cap Growth Active ETF LGRO
Morningstar’s Analysis LGRO
Will LGRO outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LGRO 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 LGRO’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 6.75 | 9M | Technology |
Microsoft Corp | 6.30 | 8M | Technology |
State Street Instl Trs Pls MMkt Premier | 5.23 | 7M | Corporate |
Alphabet Inc Class A | 5.06 | 7M | Communication Services |
Amazon.com Inc | 4.70 | 6M | Consumer Cyclical |
NVIDIA Corp | 4.24 | 5M | Technology |
UnitedHealth Group Inc | 3.86 | 5M | Healthcare |
Twilio Inc Class A | 3.54 | 5M | Technology |
PayPal Holdings Inc | 2.76 | 4M | Financial Services |
Monolithic Power Systems Inc | 2.73 | 4M | Technology |
United States