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Upturn AI SWOT - About
Sterling Capital Focus Equity ETF (LCG)
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Upturn Advisory Summary
10/24/2025: LCG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 38.72% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.41 | 52 Weeks Range 24.23 - 32.95 | Updated Date 06/30/2025 |
52 Weeks Range 24.23 - 32.95 | Updated Date 06/30/2025 |
Upturn AI SWOT
Sterling Capital Focus Equity ETF
ETF Overview
Overview
The Sterling Capital Focus Equity ETF is an actively managed fund that invests primarily in a concentrated portfolio of U.S. equity securities, focusing on companies with strong growth potential and attractive valuations.
Reputation and Reliability
Sterling Capital is a well-regarded asset manager with a long history of providing investment solutions.
Management Expertise
Sterling Capital's management team has extensive experience in equity research and portfolio management.
Investment Objective
Goal
To seek long-term capital appreciation by investing in a focused portfolio of U.S. equity securities.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting stocks based on fundamental research and valuation analysis.
Composition The ETF holds a concentrated portfolio of primarily large-cap U.S. equities.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 42674011
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive, with many established players offering similar equity ETFs. Sterling Capital Focus Equity ETF differentiates itself through its active management style and concentrated portfolio, aiming to outperform passive benchmarks but also carries a higher risk profile compared to its competitors.
Financial Performance
Historical Performance: Historical performance data is not available within this response but can be found on financial websites.
Benchmark Comparison: Benchmark comparison data is not available within this response but can be found on financial websites.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
Average trading volume data is not available within this response but can be found on financial websites; however, liquidity could be limited due to smaller AUM.
Bid-Ask Spread
Bid-ask spread data is not available within this response, but it may vary based on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of the Sterling Capital Focus Equity ETF. Favorable economic conditions and strong corporate earnings can support equity prices, while economic downturns can negatively impact performance.
Growth Trajectory
Growth trajectory is dependent on the management's stock selection and market performance. Changes to the ETF's strategy or holdings are disclosed in fund documents.
Moat and Competitive Advantages
Competitive Edge
Sterling Capital Focus Equity ETF's competitive edge lies in its active management and concentrated portfolio, allowing for potentially higher returns if the management team's stock selections are successful. The firm's research capabilities and disciplined investment process can also provide an advantage. The concentrated approach can lead to significant outperformance, or underperformance, compared to broader market indexes. The active approach aims to add value through security selection and market timing.
Risk Analysis
Volatility
Volatility depends on the underlying equity holdings and market conditions. Concentrated portfolios tend to have higher volatility than diversified portfolios.
Market Risk
The ETF is subject to market risk, which is the risk that the value of the underlying assets will decline due to economic factors, investor sentiment, or other market events.
Investor Profile
Ideal Investor Profile
The ideal investor for Sterling Capital Focus Equity ETF is one who is seeking long-term capital appreciation and is comfortable with the higher risk associated with active management and a concentrated portfolio.
Market Risk
The ETF is more suitable for long-term investors who are willing to accept higher volatility in exchange for the potential for higher returns compared to passive index funds.
Summary
Sterling Capital Focus Equity ETF is an actively managed fund focused on a concentrated portfolio of U.S. equities, aiming for long-term capital appreciation. Its active management and concentrated holdings distinguish it from passive ETFs, offering the potential for higher returns but also carrying greater risk. It is suitable for long-term investors who can tolerate higher volatility and believe in the management's stock-picking abilities. Investors should carefully consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Sterling Capital Website
- SEC Filings
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sterling Capital Focus Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange traded fund ("ETF"). It seeks to outperform the Russell 1000 Growth Index with a portfolio of 15 to 30 stocks. The adviser employs a bottom-up fundamental investment process to select stocks in companies that, in its view, demonstrate potential for sustainable competitive advantages, visible reinvestment opportunities, and have experienced management teams. Under normal market conditions, the fund invests at least 80% of its net assets plus any borrowing for investment purposes in equity securities. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.