LGDXIntech S&P Large Cap Diversified Alpha ETF

Grow my money1y track recordRanked #1,365 of 2,960 in this goal

Seeks long-term capital appreciation.

By Intech · Launched 2025

Annual Cost

0.25%

#1,230 of 5,562 · low cost

Fund Size

$143M

#2,604 of 5,562 · mid-size

Return (1Y)Goal

+19.7%

Track Record

1 year

#4,205 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,053+20.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 39.0% of fund✓ well diversified

NVIDIA Corp

8.5%

Microsoft Corp

6.6%

Apple Inc

5.2%

Meta Platforms Inc

4.3%

Broadcom Inc

3.3%

Amazon.com Inc

3.3%

Alphabet Inc

2.2%

Cisco Systems Inc

2.0%

Tesla Inc

1.9%

Alphabet Inc

1.8%

Asset allocation

Stocks

99.8%

Cash

0.1%

Other

0.1%

By sector

Technology

37.3%

Communication

11.2%

Consumer Cyclical

10.3%

Financial Services

10.1%

Healthcare

8.8%

Industrials

8.3%

Consumer Defensive

3.9%

Real Estate

2.9%

Other

7.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.9%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

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in common stocks of S&P 500 companies using a quantitative approach to enhance diversification and systematically rebalance the portfolio to outperform the Index.
Inception date: February 27, 2025
Fund family: Intech