LGROLevel Four Large Cap Growth Active ETF
Seeks maximum total return and above peer average risk-adjusted return.
By ALPS · Launched 2023
Annual Cost
0.50%
#2,766 of 6,040 · average
Fund Size
$142M
#2,775 of 6,040 · mid-size
Return (1Y)
+16.9%
Track Record
3 years
#3,061 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,688+16.9%
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
Index tracked
Bloomberg US 1000 Growth Index
Holdings
By weightConcentration
Top 10 holdings = 47.1% of fundmoderately concentrated
Apple Inc
7.3%
State Street Institutional Treasury Plus Money Market Fund
7.0%
Alphabet Inc
6.9%
Amazon.com Inc
5.7%
Microsoft Corp
4.6%
Nvidia Corp
4.1%
Unitedhealth Group Inc
3.0%
Rh
2.9%
Uber Technologies Inc
2.8%
Meta Platforms Inc
2.8%
Asset allocation
Stocks
95.3%
Cash
4.7%
By sector
Technology
54.2%
Consumer Cyclical
12.9%
Communication
9.5%
Financial Services
9.3%
Healthcare
7.7%
Industrials
2.6%
Energy
2.5%
Consumer Defensive
1.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.4%Moderate
Year-on-year price swings
Max drawdown
-23.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.96Decent risk-adjusted returns
Sortino (3Y)
1.41Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks maximum total return and above peer average risk-adjusted return.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of large-capitalization U.S. companies, emphasizing growth potential. The Fund normally invests at least 80% of its net assets in common stocks of companies with market capitalizations greater than $10 billion.
- Inception date
- August 22, 2023
- Fund family
- ALPS
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Data updated on 2026-09-18