LCLGLogan Capital Broad Innovative Growth ETF
Seeks long-term capital appreciation.
By Logan Capital · Launched 2012
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$106M
#3,038 of 6,040 · mid-size
Return (1Y)
+10.8%
Track Record
14 years
#1,012 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,133+11.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Active selection
Factor
Growth
Sector
Information technologyFocus
ESG, General Innovation
Holdings
By weightConcentration
Top 10 holdings = 45.1% of fundmoderately concentrated
Broadcom Inc
6.1%
KLA Corp
5.8%
Amphenol Corp
5.4%
Alphabet Inc
4.4%
Amazon.com Inc
4.3%
Apple Inc
4.3%
AppLovin Corp
4.0%
Netflix Inc
3.7%
Flex Ltd
3.6%
Meta Platforms Inc
3.6%
Asset allocation
Stocks
99.0%
Cash
1.1%
By sector
Technology
37.1%
Industrials
19.1%
Consumer Cyclical
15.5%
Communication
15.4%
Financial Services
7.5%
Healthcare
3.2%
Consumer Defensive
1.1%
Basic Materials
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.4%High
Year-on-year price swings
Max drawdown
-25.8%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.97Decent risk-adjusted returns
Sortino (3Y)
1.43Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in large capitalization U.S. equity securities of companies that use innovative technologies or ideas to gain competitive advantage. Focuses on long-term earnings growth and may invest up to 20% in foreign issuers, including emerging markets.
- Inception date
- June 28, 2012
- Fund family
- Logan Capital
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Data updated on 2026-09-18