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- 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
10/09/2026: LGRO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
LGRO is an actively managed ETF that provides targeted exposure to U.S. large-cap growth companies through a research-driven selection process. Its main strengths include the potential for active management to outperform broader benchmarks and a specific focus on high-quality growth businesses. The fund is best used as a core or satellite growth position within a diversified investment portfolio. Key risks include higher management fees compared to passive index funds, liquidity concerns due to lower trading volume, and standard market risks associated with growth equities. It is most suitable for long-term investors who prioritize active stock selection over passive cost-efficiency.
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 specifically targets large-cap equities positioned for capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | Active management may allow the fund to capture momentum in leading growth industries. |
| Value investor | Weak fit | This fund focuses on growth factors rather than traditional value metrics. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital growth over regular income generation. |
| Low-risk investor | Weak fit | Growth equity investing inherently involves significant market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking active management in the large-cap growth space who are willing to pay a higher fee for potential outperformance.
Suitability
Best suited for long-term investors looking for active equity exposure as part of a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are prone to sharp price swings based on interest rate sentiment and earnings reports. |
| Market risk | High | The portfolio is fully exposed to systematic risks affecting the broader U.S. equity market. |
| Concentration | Medium | Active selection may lead to higher weightings in specific growth sectors compared to diversified indices. |
| Tracking/expense | Medium | Higher expense ratios compared to passive alternatives require consistent outperformance to net similar results. |
| Liquidity | Medium | Lower trading volume compared to major ETFs may increase execution costs for large orders. |
| Business/sector quality | Medium | The fund is dependent on the management team's ability to select high-quality companies. |
Risk Analysis
Volatility
LGRO experiences historical volatility consistent with large-cap growth equity markets, potentially amplified by active security selection.
Market Risk
As an equity-heavy fund, LGRO is subject to the inherent risks of U.S. stock market drawdowns, interest rate sensitivity, and specific growth sector risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large Cap Equities | 98 | This provides core exposure to established companies with significant growth potential. |
| Cash/collateral | Cash and Cash Equivalents | 2 | This serves as a liquidity buffer for daily operations 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 49.75% | Avg. Invested days 72 | 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 10/09/2026 |
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