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LRGCAB US Large Cap Strategic Equities ETF

Grow my money#792 of 2944 for Grow my money

Seeks long-term growth of capital.

AllianceBernstein · Since 2023 (2 years)

Annual Cost

0.39%

#1767 out of 5,332 ETFs

Fund Size

$980M

#1025 out of 5,332 ETFs

Dividend Yield

0.61%

Track Record

2 years

#3263 out of 5,332 ETFs

Performance

1 Year

+29.8%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
equity
Region
north america
Strategy
active selection
Cap
large

Asset allocation

Stocks
98.8%
Cash
1.2%

Sector breakdown

Technology
29.8%
Financial Services
15.3%
Communication
12.5%
Industrials
10.8%
Healthcare
9.9%
Consumer Cyclical
8.9%
Consumer Defensive
3.4%
Energy
3.1%
Other
6.5%

Top holdings

NVIDIA CorpNVDA7.7%
Microsoft CorpMSFT6.0%
Alphabet Inc Class CGOOG5.6%
Apple IncAAPL5.1%
Amazon.com IncAMZN4.7%
Meta Platforms Inc Class AMETA3.4%
Broadcom IncAVGO3.1%
Visa Inc Class AV3.1%
Charles Schwab CorpSCHW1.9%
Eaton Corp PLCETN1.8%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-19.4%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Closet indexing
Warning

Closet indexer — active fees, passive behavior

This fund charges active-management fees but closely tracks its benchmark index. You may be paying a premium for active management that does not meaningfully exist — a combination of high R² versus the benchmark, low tracking error, and a TER sitting well above the passive peer-group median.

R²
95.6%
TE
3.3%
Beta
0.96
Fee
3× 0.15%

Source: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)

Why we flagged this: strategy=active_selection + high_r_squared+low_tracking_error+near_market_beta+fee_premium

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05