LGDXIntech S&P Large Cap Diversified Alpha ETF
Seeks long-term capital appreciation.
By Intech · Launched 2025
Annual Cost
0.25%
#1,172 of 6,040 · low cost
Fund Size
$145M
#2,756 of 6,040 · mid-size
Return (1Y)
+13.6%
Track Record
1 year
#4,130 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,381+13.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 40.1% of fundmoderately concentrated
NVIDIA Corp
8.4%
Microsoft Corp
6.1%
Apple Inc
5.0%
Alphabet Inc
4.5%
Broadcom Inc
3.8%
Alphabet Inc
3.6%
Eli Lilly & Co
2.4%
Amazon.com Inc
2.2%
Meta Platforms Inc
2.1%
Tesla Inc
2.0%
Asset allocation
Stocks
99.7%
Cash
0.3%
Other
0.1%
By sector
Technology
38.4%
Financial Services
10.4%
Communication
9.9%
Consumer Cyclical
9.8%
Healthcare
9.2%
Industrials
8.6%
Consumer Defensive
4.3%
Real Estate
3.1%
Other
6.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.6%Moderate
Year-on-year price swings
Max drawdown
-15.8%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Primarily invests in common stocks of large-cap U.S. companies included in the S&P 500 Index, using a quantitative process to seek to outperform the Index through improved diversification and systematic rebalancing. The Fund aims for balanced contributions of risk and return across holdings.
- Inception date
- February 27, 2025
- Fund family
- Intech
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Data updated on 2026-09-18