Macquarie Focused Large Growth ETF (LRGG)
ARCA ARCA Primary Summary
LRGG Chart
LRGG: Active Large-Cap Growth ETF With A Clear And Unique Strategy
The Macquarie Focused Large Growth ETF offers exposure to 15-25 high-conviction U.S. stocks, aiming to participate in rising markets and weather disruptions. The fund's active managers screen for qualitative and quantitative quality, which is evident based on the portfolio's high net and free cash flow margins. A long-term performance review of Macquarie's large-cap growth mutual fund reveals a strategy of tighter returns: lower highs but higher lows. Its current portfolio beta is also much lower than average.
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Macquarie Focused Large Growth ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Elliot Kallen Prosperity Wealth Management, Inc. | 76,514 | $2.19M | $2.22M | $21,041.62 | 0.96% |
 Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 95,940 | $2.6M | $2.78M | $181,810.64 | 6.99% |
Macquarie Focused Large Growth ETF (LRGG) FAQ
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Macquarie Focused Large Growth ETF Profile
| ARCA Exchange | US Country |
Overview
This fund primarily invests in large capitalization growth-oriented companies, aiming to capture long-term growth by identifying high-quality businesses with competitively advantaged business models. Managed by Delaware Management Company, the fund commits at least 80% of its net assets, along with any borrowed funds for investment purposes, into securities of large cap companies. The fund’s strategic focus on equity securities is guided by the Manager’s belief in their quality, business model advantages, and potential for sustained growth. Notably, the fund is classified as non-diversified, indicating a concentrated investment approach that may involve higher risk and potentially higher rewards.
Products and Services
- Investment in Large Capitalization Companies
- Equity Securities of Growth-Oriented Companies
- Managed by Delaware Management Company
The core of the fund's investment strategy lies in its commitment to large capitalization companies. By earmarking at least 80% of its net assets, plus any borrowing intended for investment purposes, the fund seeks to leverage the stability, quality, and growth potential inherent in large cap entities. These companies are typically industry leaders with substantial market presence, offering investors the possibility of consistent returns.
Equity securities, primarily from companies with growth-oriented business models, form the main component of the fund’s investment portfolio. Delaware Management Company selects these securities based on their assessment of the companies’ quality, unique business models, and long-term growth prospects. This focus on growth-oriented equities aims to provide the fund with a pathway to capital appreciation, aligning with investors seeking growth investments.
Delaware Management Company, serving as the fund's investment adviser, employs a disciplined approach to selecting investments. Their strategy revolves around identifying companies that not only exhibit growth potential but also possess competitive advantages and high-quality business operations. The management’s expertise and thorough analysis underpin the fund’s objective to achieve long-term capital growth, making it a managed investment vehicle for investors looking towards growth in large cap spheres.
