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Upturn AI Summary
Macquarie ETF Trust(LRGG)
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 LRGG
11/06/2026: LRGG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
LRGG is an actively managed ETF providing exposure to US large-capitalization equities, managed by Macquarie. It aims to generate capital appreciation through fundamental security selection, distinguishing itself from passive index-tracking funds. Its main strengths lie in the potential for active outperformance and the issuer's institutional expertise. However, it carries higher costs and liquidity considerations compared to major passive benchmarks. It is best suited for long-term investors comfortable with equity market risks and who prioritize active management over lowest-cost passive exposure.
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's focus on capital appreciation aligns well with growth-oriented investment goals. |
| Momentum investor | Mixed fit | Active management may not always align with short-term momentum signals, making this a secondary consideration. |
| Value investor | Mixed fit | Depending on the manager's current style tilt, the fund may or may not emphasize valuation metrics. |
| Dividend/Income investor | Weak fit | The primary objective is capital growth rather than high current income generation. |
| Low-risk investor | Weak fit | As an equity-focused fund, it carries the inherent market volatility associated with stock market investments. |
Investor Profile
Ideal Investor Profile
Investors seeking active management within the US large-cap space who believe in the potential for alpha generation.
Suitability
Best suited for long-term investors looking for core equity exposure with an active management component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity market fluctuations will directly impact the fund's net asset value. |
| Market risk | High | The fund is subject to the systemic risks of the US large-cap equity market. |
| Concentration | Medium | Active selection may lead to sector or stock tilts that differ from the broader market. |
| Tracking/expense | Medium | Higher active management fees compared to passive funds can impact total net returns. |
| Liquidity | Medium | Lower trading volume compared to index giants could lead to higher transaction costs during exits. |
| Business/sector quality | Medium | The performance is dependent on the management team's quality of stock selection within sectors. |
Risk Analysis
Volatility
LRGG experiences market-driven volatility typical of large-cap equity portfolios, with additional volatility risk linked to active management decisions.
Market Risk
The fund is inherently exposed to the systemic risk of the US equity market, meaning it will decline during broader economic or market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | This portfolio provides diversified exposure to established US companies with large market capitalizations. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash holdings are maintained for operational liquidity and trade execution purposes. |
Analysis of Past Performance
Type ETF | Historic Profit 6.4% | Avg. Invested days 53 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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