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LRGCAB US Large Cap Strategic Equities ETF

Grow my money3y track recordRanked #751 of 3,062 in this goal

Seeks long-term growth of capital.

By AllianceBernstein · Launched 2023

Annual Cost

0.39%

#1,930 of 6,062 · low cost

Fund Size

$1.3B

#1,016 of 6,062 · large

Return (1Y)

+12.2%

Track Record

3 years

#3,102 of 6,062 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,250+12.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 42.3% of fundmoderately concentrated

NVIDIA Corp
7.4%
Microsoft Corp
6.1%
Alphabet Inc
5.8%
Apple Inc
5.0%
Amazon.com Inc
4.4%
Meta Platforms Inc
3.6%
Visa Inc
3.1%
Broadcom Inc
3.1%
Taiwan Semiconductor Manufacturing Co Ltd
2.0%
Charles Schwab Corp/The
1.8%

Asset allocation

Stocks
99.1%
Cash
0.9%

By sector

Technology
35.1%
Financial Services
13.3%
Communication
11.3%
Industrials
11.2%
Healthcare
10.2%
Consumer Cyclical
8.2%
Energy
3.0%
Consumer Defensive
2.8%
Other
5.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.5%Moderate

Year-on-year price swings

Max drawdown
-19.4%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 growth of capital.
Strategy
Actively manages a portfolio primarily invested in large-capitalization U.S. companies, utilizing fundamental and quantitative research to select securities. The Fund may also invest in non-U.S. companies and small- and mid-capitalization companies.
Inception date
September 19, 2023
Fund family
AllianceBernstein

Next steps

Save LRGC to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-19