LCG
Sterling Capital Focus Equity ETF
📎 Investment Objective
The Sterling Capital Focus Equity ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of high-quality, large-capitalization U.S. equities.
Overview
ETF tracking Sterling Capital Focus Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Sterling Capital Focus Equity ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of high-quality, large-capitalization U.S. equities.
🎯 Investment Strategy
The fund's managers use a bottom-up, fundamental research process to identify companies they believe have sustainable competitive advantages, strong management teams, and attractive long-term growth prospects. The portfolio is typically composed of 30-40 stocks across a range of sectors.
✨ Key Features
- Concentrated, high-conviction portfolio of large-cap U.S. stocks
- Emphasis on quality companies with durable competitive positions
- Actively managed strategy seeking to outperform the broader market
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Concentration risk: The fund's performance may be more volatile due to its concentrated portfolio
- Equity risk: Stock prices may fluctuate, sometimes rapidly and unpredictably
- Active management risk: The fund's performance may trail the broader market if the manager's investment decisions are not successful
👤 Best For
The Sterling Capital Focus Equity ETF may be suitable for long-term investors seeking exposure to a concentrated portfolio of high-quality, large-cap U.S. stocks as part of a diversified investment strategy. The fund's active management approach and focus on quality companies may appeal to investors willing to accept higher short-term volatility in pursuit of potentially higher long-term returns.