LGRO

Level Four Large Cap Growth Active ETF

$40.20
+0.00%
Market closed. Last update: 11:43 PM ET

📎 Investment Objective

The Level Four Large Cap Growth Active ETF (LGRO) seeks to provide long-term capital appreciation by investing in a portfolio of large-capitalization growth stocks.

Overview

ETF tracking Level Four Large Cap Growth Active ETF

Category Large Cap
Issuer Other
Inception Date 2023-08-23
Market Cap $116.5M
Average Volume N/A
Dividend Yield 0.28%
52-Week Range $28.12 - $42.06
VWAP $40.43

Performance

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Investment Summary

📎 Investment Objective

The Level Four Large Cap Growth Active ETF (LGRO) seeks to provide long-term capital appreciation by investing in a portfolio of large-capitalization growth stocks.

🎯 Investment Strategy

The fund's investment manager uses a fundamental, bottom-up approach to identify companies with strong growth potential, competitive advantages, and attractive valuations. The portfolio is actively managed, with the goal of outperforming the broader large-cap growth market.

✨ Key Features

  • Actively managed portfolio of large-cap growth stocks
  • Focuses on companies with strong growth prospects and competitive positioning
  • Aims to outperform the broader large-cap growth 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 focus on a specific market segment
  • Active management risk: The fund's performance may trail the broader market if the manager's investment decisions underperform
  • Liquidity risk: The fund may have difficulty selling certain holdings, particularly in volatile or uncertain market conditions

👤 Best For

The Level Four Large Cap Growth Active ETF may be suitable for investors seeking long-term capital appreciation through exposure to a portfolio of large-cap growth stocks. This fund may be appropriate for investors with a higher risk tolerance and a longer investment horizon who are looking to potentially outperform the broader large-cap growth market.