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Upturn AI SWOT - About
Level Four Large Cap Growth Active ETF (LGRO)
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Upturn Advisory Summary
04/01/2025: LGRO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 15.43% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 11271 | Beta - | 52 Weeks Range 28.27 - 36.98 | Updated Date 04/1/2025 |
52 Weeks Range 28.27 - 36.98 | Updated Date 04/1/2025 |
Upturn AI SWOT
Level Four Large Cap Growth Active ETF
ETF Overview
Overview
The Level Four Large Cap Growth Active ETF seeks long-term capital appreciation by investing primarily in large-cap U.S. growth stocks. The ETF utilizes an active management strategy to identify companies with strong growth potential.
Reputation and Reliability
Information about the issuer's reputation and reliability is not available.
Management Expertise
Information about the management team's experience and expertise is not available.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in large-cap U.S. growth stocks.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting stocks based on fundamental analysis and growth potential.
Composition The ETF primarily holds stocks of large-cap U.S. companies with high growth characteristics.
Market Position
Market Share: Data regarding the ETF's specific market share is not available.
Total Net Assets (AUM): Data regarding the ETF's total net assets is not available.
Competitors
Key Competitors
- VUG
- IVW
- SCHG
- QQQ
- IWF
Competitive Landscape
The large-cap growth ETF market is highly competitive, dominated by established index funds like VUG, IVW, SCHG, QQQ and IWF. An actively managed ETF, like the Level Four option, would need to demonstrate superior stock selection skills to justify potentially higher fees and attract investors. A key challenge lies in consistently outperforming these well-established and low cost index funds.
Financial Performance
Historical Performance: Historical performance data is not available.
Benchmark Comparison: Benchmark comparison data is not available.
Expense Ratio: Expense ratio data is not available.
Liquidity
Average Trading Volume
Data regarding the ETF's average trading volume is not available, making liquidity difficult to assess.
Bid-Ask Spread
Data regarding the ETF's bid-ask spread is not available, which prevents an accurate cost assessment of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of large-cap growth stocks, and therefore, this ETF.
Growth Trajectory
Growth trends and patterns of this ETF are not available.
Moat and Competitive Advantages
Competitive Edge
Without further information, defining the Level Four Large Cap Growth Active ETF's moat is difficult. The key competitive advantage for an active ETF is the fund manager's ability to select stocks that outperform the benchmark index. The fund may leverage proprietary research methods, industry expertise, or a unique investment philosophy to generate alpha. Strong risk management is important to protect gains in volatile markets.
Risk Analysis
Volatility
Volatility data is not available.
Market Risk
The ETF is subject to market risk, which is the risk that the overall stock market declines. Given its focus on growth stocks, it may be more sensitive to changes in investor sentiment and economic conditions than a broader market index.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and is comfortable with the higher risk generally associated with growth stocks and active management.
Market Risk
The ETF is potentially suitable for long-term investors with a high risk tolerance who believe in the manager's ability to outperform the market.
Summary
The Level Four Large Cap Growth Active ETF aims to provide long-term capital appreciation by investing in U.S. large-cap growth stocks, utilizing an active management style. Its success hinges on the fund manager's stock selection abilities and their capacity to outperform benchmark indices consistently. Given data limitations, assessing its true competitive edge, financial performance, and specific risk profile is not possible. Investors considering this ETF should carefully evaluate its active management strategy and assess their risk tolerance before investing.
Similar Companies
IVW
iShares S&P 500 Growth ETF
IVW
iShares S&P 500 Growth ETF
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
RPG
Invesco S&P 500® Pure Growth ETF
RPG
Invesco S&P 500® Pure Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Investopedia
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Level Four Large Cap Growth Active ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equity securities of carefully selected, high-quality U.S. companies. The fund invests primarily in the domestic equity securities of companies selected by Level Four Capital Management, LLC for their growth potential within various market sectors.
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