Sterling Capital Focus Equity ETF

Frequently Asked Questions About LCG

What does LCG invest in?

The fund is an actively managed exchange traded fund (“ETF”). It seeks to outperform the Russell 1000 Growth Index with a portfolio of 15 to 30 stocks. The adviser employs a bottom-up fundamental investment process to select stocks in companies that, in its view, demonstrate potential for sustainable competitive advantages, visible reinvestment opportunities, and have experienced management teams. Under normal market conditions, the fund invests at least 80% of its net assets plus any borrowing for investment purposes in equity securities. It is non-diversified.

What is the expense ratio of LCG?

Sterling Capital Focus Equity ETF (LCG) charges an expense ratio of 0.59%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LCG?

Sterling Capital Focus Equity ETF (LCG) manages $17.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is LCG actively managed or an index fund?

LCG is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (LCG's is 0.59%) in exchange for the discretion to over- or under-weight positions.

When was LCG launched?

Sterling Capital Focus Equity ETF (LCG) launched in August 2020 and is managed by Inspire.

How has LCG performed?

LCG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.