Key stats
About Sterling Capital Focus Equity ETF
Expense ratio
0.59%
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Inception date
Aug 26, 2020
ISIN
US66538H3856
LCG relies on the advisers fundamental and quantitative research to actively select a narrow portfolio of 15 to 30 stocks, seeking to outperform the Russell 1000 Growth Index. Stocks are screened for quantitative data such as revenue growth, free cash flow growth, ROE, ROIC, interest coverage ratio, net debt to EBITDA, enterprise value to EBITDA and free cash flow yield. The adviser uses fundamental research to identify those companies with a competitive advantage, visible reinvestment opportunities, and experienced management teams. Once selected, individual holdings cannot exceed 20% of the portfolio and are reviewed at least weekly for risk/return potential. Positions are sold when perceived better opportunity exists.
Classification
What's in the fund
Exposure type
Technology Services
Stock breakdown by region