LCLG ETF: What Is It? A Complete Guide to Returns, Expense Ratio, Holdings, and Alternative ETFs
The Logan Capital Broad Innovative Growth ETF (LCLG) is an actively managed growth ETF that invests in innovative technology companies. The outlook hinges on its large-cap growth portfolio and on how its fees and strategy compare with similar growth ETFs.
SubscribeWhat Is the Logan Capital Broad Innovative Growth ETF?
This ETF actively selects large-cap growth stocks with high earnings growth potential. It focuses on companies that have secured a competitive advantage through innovative technologies or ideas.
It suits investors who want actively managed exposure to large-cap growth stocks with long-term earnings growth stories.
The ETF is actively managed by Logan Capital.
How Does the Logan Capital Broad Innovative Growth ETF Invest?
| Item | Details |
|---|---|
| Tracked Index | Russell 1000 (reference benchmark) |
| Management Style | Active (stock selection) |
| Rebalancing Frequency | At the manager's discretion |
| Dividend Frequency | Limited data availability |
| Total Expense Ratio | 0.85% |
The fund actively selects companies with sustainable long-term earnings growth capability to build a portfolio centered on large-cap growth stocks. It focuses on companies that have gained an edge over competitors through innovative technologies or ideas, and it may diversify part of its assets into securities of foreign issuers.
- Active stock selection centered on innovation themes
- A flexible investment scope that allows foreign issuer securities
Logan Capital Broad Innovative Growth ETF Size and Costs (AUM and Management Fees)
Assets under management (AUM) stand at $104.6M, and the total expense ratio is 0.85% per year.
Its asset base is relatively small compared with peer active large-cap growth ETFs, and its liquidity may be more limited than that of large passive growth ETFs.
Logan Capital Broad Innovative Growth ETF Performance and Trends
1-Year Price Performance
Dividend & Yield
52-Week Price RangeThe fund has fluctuated in step with the broader large-cap growth segment, and because of its active stock selection, the performance gap versus its benchmark has widened or narrowed over time.
As a relatively small active ETF, its fund flows tend to be limited, and it tends to react sensitively to shifts in overall market preference for growth stocks and to the interest rate environment.
Logan Capital Broad Innovative Growth ETF Pros and Cons
Its strength is active stock selection built around earnings growth stories, while its relatively small asset base and short track record are weaknesses.
💪 Key Strengths
⚠️ Points to Watch
Logan Capital Broad Innovative Growth ETF Alternative ETFs and Related Products
JGRO, FBCG, TCHP, and TGRW, all shown in the table, are active ETFs that invest in large-cap growth stocks, and they differ in fund manager, asset size, and fee level. NULG, on the other hand, takes a different approach as a passive large-cap growth ETF with added ESG screening. Investors who want low-cost passive growth exposure may also compare VUG, and those who want a stronger focus on the technology sector may look at XLK, but comparable data for LCLG is currently limited.
Peer Comparison ETFs| Ticker | Name | Price | Change | AUM | Total Expense Ratio | Dividend Yield | 1Y |
|---|---|---|---|---|---|---|---|
 JGRO | JPMorgan Active Growth ETF | $92.33 | -2.7% | $9.9B | 0.44% | 0.16% | -0.8% |
 FBCG | Fidelity Blue Chip Growth ETF | $59.74 | -3.1% | $7.7B | 0.57% | 0.03% | +12.9% |
 NULG | Nuveen ESG Large-Cap Growth ETF | $109.56 | -2.3% | $3.0B | 0.26% | 0.1% | +10.6% |
 TCHP | T. Rowe Price Blue Chip Growth ETF | $49.15 | -3.0% | $2.2B | 0.57% | - | +0.8% |
 TGRW | T. Rowe Price Growth Stock ETF | $46.02 | -3.0% | $1.2B | 0.52% | - | +1.2% |
Top Holdings| Ticker | Name | Weight | Price | Change | Market Cap | P/E | Dividend Yield |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc | 0.11% | $323.24 | -4.3% | $1.54T | 41.3 | 0.81% |
| KLAC | KLA Corp | 0.10% | $147.83 | -9.6% | $192.9B | 40.3 | 0.62% |
| APH | Amphenol Corp | 0.11% | $73.07 | -7.7% | $180.2B | 36.6 | 0.72% |
| AAPL | Apple Inc | 0.05% | $348.22 | +1.2% | $5.08T | 39.9 | 0.32% |
| MU | Micron Technology Inc | 0.05% | $856.49 | -6.3% | $969.1B | 11.5 | 0.09% |
| GOOGL | Alphabet Inc | 0.04% | $324.22 | -3.1% | $3.94T | 16.3 | 0.25% |
| AMZN | Amazon.com Inc | 0.04% | $250.38 | -4.6% | $2.70T | 20.1 | - |
Logan Capital Broad Innovative Growth ETF Investor Checkpoints
Here are the points to review before investing in LCLG. For an actively managed growth ETF, it is especially important to understand the asset size, track record, and stock selection strategy.
| Checkpoint | What to Check | Current Status |
|---|---|---|
| 💵 Expense Ratio | Check the cumulative impact over a long holding period | Annual fee applies |
| 📈 Active Strategy | Understand the earnings growth based stock selection method | Stocks selected at the manager's discretion |
| 💧 Asset Size and Liquidity | Compare asset size with peer ETFs | Relatively small |
| 🌍 Foreign Holdings Potential | Check whether it holds foreign issuer securities, including emerging markets | Some allocation possible |
The main risks are limited liquidity due to its small asset base and a lack of performance validation due to its short track record. Because it is actively managed, its performance may also deviate from its benchmark.
It suits investors who want active large-cap growth exposure built around earnings growth stories, and it is advisable to check its relatively small asset base, short track record, and liquidity level before investing.
SubscribeDisclaimer: This content is for informational purposes only and does not constitute investment advice. All investment responsibility lies with the investor.
This article reflects information as of July 2, 2026.
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