Intech S&P Large Cap Diversified Alpha ETF

Frequently Asked Questions About LGDX

What does LGDX invest in?

LGDX is designed to provide exposure to the largest companies in the US equity market by actively managing a portfolio of the constituents of the S&P 500 Index. It does not seek to track the index but rather outperform it through improved diversification. Although actively managed, the fund abides by its investment process consisting of three steps. The first step includes identifying which securities can contribute to the funds goal of a more balanced and diversified portfolio through analyzing each stocks volatility, correlation, profitability, and valuation. Second, each stock is given target weights used to spread out risk and return across the portfolio. Lastly, weekly rebalances are done for maintenance and to ensure enhanced returns. Note that the fund may invest in securities not included in the index from time to time to help manage specific risks. Exposure to individual securities may also be adjusted based on changes in market conditions or liquidity need.

What is the expense ratio of LGDX?

Intech S&P Large Cap Diversified Alpha ETF (LGDX) charges an expense ratio of 0.25%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LGDX?

Intech S&P Large Cap Diversified Alpha ETF (LGDX) manages $140.1M 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 LGDX actively managed or an index fund?

LGDX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (LGDX's is 0.25%) in exchange for the discretion to over- or under-weight positions.

When was LGDX launched?

Intech S&P Large Cap Diversified Alpha ETF (LGDX) launched in February 2025 and is managed by Intech ETFs.

How has LGDX performed?

LGDX'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.