Key stats
About Sterling Capital Focus Equity ETF
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Inception date
Aug 26, 2020
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Sterling Capital Management LLC
Distributor
Northern Lights Distributors LLC
LCG relies on the advisers fundamental and quantitative research to actively select a narrow portfolio of 15 to 30 stocks, seeking to outperform the Russell 1000 Growth Index. Stocks are screened for quantitative data such as revenue growth, free cash flow growth, ROE, ROIC, interest coverage ratio, net debt to EBITDA, enterprise value to EBITDA and free cash flow yield. The adviser uses fundamental research to identify those companies with a competitive advantage, visible reinvestment opportunities, and experienced management teams. Once selected, individual holdings cannot exceed 20% of the portfolio and are reviewed at least weekly for risk/return potential. Positions are sold when perceived better opportunity exists.
Related funds
Classification
What's in the fund
Exposure type
Technology Services
Commercial Services
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
LCG trades at 31.86 USD today, its price has risen 0.02% in the past 24 hours. Track more dynamics on LCG price chart.
LCG net asset value is 31.85 today — it's risen 4.46% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
LCG assets under management is 31.73 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
LCG price has risen by 5.63% over the last month, and its yearly performance shows a 18.46% increase. See more dynamics on LCG price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 4.46% over the last month, showed a 18.09% increase in three-month performance and has increased by 18.89% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 4.46% over the last month, showed a 18.09% increase in three-month performance and has increased by 18.89% in a year.
LCG fund flows account for −34.10 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
LCG invests in stocks. See more details in our Analysis section.
LCG expense ratio is 0.59%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, LCG isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, LCG technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating LCG shows the buy signal. See more of LCG technicals for a more comprehensive analysis.
Today, LCG technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating LCG shows the buy signal. See more of LCG technicals for a more comprehensive analysis.
No, LCG doesn't pay dividends to its holders.
LCG trades at a premium (0.03%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
LCG shares are issued by Guardian Capital Group Ltd.
LCG follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Aug 26, 2020.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.