Level Four Large Cap Growth Fund (LGRO)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
LGRO Chart
LGRO: New Large-Cap Growth ETF Fails To Impress
LGRO is a relatively new large-cap growth ETF with a 0.50% expense ratio, a 0.28% median bid-ask spread, and $86 million in assets under management. Following a proprietary high-conviction investment strategy, the fund's manager selects 40-50 securities perceived to be trading below their long-term intrinsic value. The approach supposedly emphasizes growth, value, and quality, but my fundamental analysis indicates LGRO's combination is the weakest in a peer group that includes SCHG, SPYG, SFY, and QGRO.
Level Four Large Cap Growth Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 82,758 | $3.05M | $3.54M | $487,665.66 | 15.98% |
Level Four Large Cap Growth Fund (LGRO) FAQ
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Level Four Large Cap Growth Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund, managed by Level Four Capital Management, LLC, concentrates its investments in the equity securities of U.S. companies believed to have significant potential for growth. The selection is attentive to ensuring the companies are of high quality, based on criteria laid out by the management firm. These investments cover a wide variety of market sectors, aiming to capitalize on the diverse opportunities within the domestic market. The focus on primarily domestic equity securities is strategic, positioning the fund to potentially benefit from the growth in the U.S. economy.
Products and Services
- Equity Securities Investment
The fund's primary product is the investment in equity securities of high-quality U.S. companies. Equity securities, including stocks, are selected based on their potential for growth, aligning with the fund's objective to provide long-term capital appreciation. By focusing on carefully chosen companies, the fund endeavors to invest in businesses capable of outperforming their peers and the market in general.
- Domestic Market Focus
Investments are primarily targeted towards the domestic U.S. market. This approach enables the fund to take advantage of the familiarity with the U.S. economic environment, regulatory landscape, and market trends. It reflects a belief in the strength and potential of U.S. companies across various sectors to offer significant growth opportunities. This targeted investment strategy is designed to reduce exposure to international market risks and leverage domestic growth potentials.
- Market Sector Diversification
The fund does not limit itself to a single market sector but instead opts for diversification across various sectors. This strategy is intended to spread out risk and tap into growth opportunities in different areas of the economy. By having a presence in multiple sectors, the fund aims to benefit from the growth of diverse industries, thereby potentially enhancing overall returns and reducing the impact of sector-specific downturns.
