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- Upturn Summary
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Upturn AI Summary
Crossmark Large Cap Growth ETF(CLCG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CLCG
10/28/2026: CLCG (2-star) is currently NOT-A-BUY. Pass it for now.
Crossmark Large Cap Growth ETF (CLCG) provides active exposure to large-cap US growth companies selected for their fundamental prospects. The fund's primary strength is the professional management team's ability to navigate the market actively, though this comes with higher costs compared to popular passive growth ETFs. It serves as a core growth component within a long-term investment portfolio, specifically for those looking beyond simple index tracking. Investors should monitor valuation risks and sector concentration, as growth stocks are sensitive to interest rate shifts and economic cycles. It is most appropriate for growth-minded investors with a moderate-to-high risk tolerance and a multi-year investment horizon.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund is specifically designed to target companies with high growth potential. |
| Momentum investor | Strong fit while signal remains positive | It can capture upward price trends if the growth stocks it holds are trending positively in the market. |
| Value investor | Weak fit | This fund prioritizes growth metrics, which often result in higher valuation multiples that value investors typically avoid. |
| Dividend/Income investor | Weak fit | Growth-oriented companies rarely prioritize dividend payments, focusing capital on expansion instead. |
| Low-risk investor | Weak fit | Growth stocks are inherently more volatile than broader market indices or value-oriented equities. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors seeking long-term capital appreciation who prefer professional selection over passive index tracking.
Suitability
Best suited for long-term investors comfortable with higher volatility and the higher costs associated with active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are sensitive to market sentiment and interest rate changes. |
| Market risk | Medium / high | The fund is highly correlated with general equity market movements. |
| Concentration | Medium | Active selection may lead to higher weightings in certain growth-heavy sectors. |
| Tracking/expense | Medium | Higher management fees compared to passive funds require consistent outperformance. |
| Liquidity | Medium | Lower trading volumes relative to massive ETFs may slightly impact execution costs. |
| Business/sector quality | Medium | Reliance on specific growth sectors creates dependency on those industries' economic health. |
Risk Analysis
Volatility
CLCG displays typical volatility for a growth-focused fund, often experiencing larger drawdowns than the total market in bearish periods.
Market Risk
The primary risk is equity market beta, specifically the sensitivity of growth valuations to interest rates and macroeconomic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Growth Equities | 98 | The fund focuses on established, large-sized companies expected to grow at a faster rate than the broader market. |
| Cash/collateral | Cash and Cash Equivalents | 2 | The fund maintains a small portion of liquid assets to manage operational requirements and daily trading. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -2.06% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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