Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Level Four Large Cap Growth Active ETF(LGRO)
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 LGRO
10/23/2026: LGRO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
LGRO is an actively managed ETF providing exposure to U.S. large-cap growth companies through a fundamentally driven selection process. It offers investors a differentiated alternative to massive passive funds by allowing managers to react to changing market conditions and select high-conviction holdings. Its primary strengths include the potential for active outperformance, though it must contend with higher management costs and lower liquidity compared to passive sector giants. Investors should monitor the fund’s tracking relative to the Russell 1000 Growth Index and be aware that growth equities carry high market and interest-rate sensitivity. It is most appropriate for growth-focused investors who value active research over index tracking.
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 explicitly targets companies with high growth potential, aligning perfectly with growth-focused mandates. |
| Momentum investor | Strong fit while signal remains positive | The active strategy often captures price momentum trends in leading growth sectors. |
| Value investor | Weak fit | The mandate focuses on growth characteristics, often ignoring the valuation metrics favored by value investors. |
| Dividend/Income investor | Weak fit | Growth companies held in this portfolio rarely prioritize dividend payments. |
| Low-risk investor | Weak fit | Large-cap growth stocks inherently carry significant market and volatility risk. |
Investor Profile
Ideal Investor Profile
Investors seeking active management in the large-cap growth space who are comfortable with higher expense ratios in exchange for the potential of alpha.
Suitability
Best suited for long-term growth-oriented investors who want exposure to high-potential equities without relying solely on passive indexing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are prone to sharp price swings based on market sentiment and earnings reports. |
| Market risk | High | The fund is fully invested in equities and will fall during broad market corrections. |
| Concentration | Medium | Active strategies may concentrate assets in specific sectors or stocks, increasing specific risk. |
| Tracking/expense | Medium | Higher expense ratios compared to passive index funds require higher gross returns to net the same result. |
| Liquidity | Medium | Lower average volume can make exiting positions costlier during periods of market stress. |
| Business/sector quality | Medium | The fund's success depends on the long-term viability of the growth sectors selected by the managers. |
Risk Analysis
Volatility
LGRO is subject to the inherent volatility of the growth segment, which often exceeds that of the broader S&P 500.
Market Risk
The fund carries systemic market risk; its active management helps mitigate but cannot eliminate exposure to broad equity market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98 | Provides primary exposure to established, growth-oriented U.S. corporations. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Maintains liquidity for operational needs and tactical adjustments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 46.86% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.