Morningstar

Macquarie Focused Large Growth ETF LRGG

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis LRGG

Will LRGG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LRGG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LRGG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LRGG’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Macquarie Focused Large Growth ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LRGG

More LRGG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.09 3.2 Mil
Technology

NVIDIA Corp

10.11 2.5 Mil
Technology

Apple Inc

7.76 1.9 Mil
Technology

Amazon.com Inc

6.70 1.7 Mil
Consumer Cyclical

Alphabet Inc Class C

6.25 1.5 Mil
Communication Services

Visa Inc Class A

4.90 1.2 Mil
Financial Services

UnitedHealth Group Inc

4.82 1.2 Mil
Healthcare

Motorola Solutions Inc

4.70 1.2 Mil
Technology

Intuit Inc

4.06 1.0 Mil
Technology

Waste Connections Inc

4.00 988,510
Industrials

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