Level Four Large Cap Growth Active ETF
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Nasdaq Bell Ringing Ceremony Celebrating LGRO
SS&C ALPS Advisors and Level Four Capital Management visit the Nasdaq MarketSite in Times Square to celebrate the launch of the Level Four Large Cap Growth Active ETF (Nasdaq: LGRO). In honor of the occasion, Level Four Capital Management’s Jake Tomes – Chief Executive Officer and Lal Echterhoff – Senior Portfolio Manager, CIO, ring the Opening Bell.
Overview
Investment Objective
The Level Four Large Cap Growth Active ETF (LGRO) seeks maximum total return and above peer average risk-adjusted return.
Strategy
The Level Four Large Cap Growth Active ETF (LGRO) is an active Concentrated, Quality, Growth strategy with a goal to provide market-beating risk-adjusted performance. Managed with a business owner’s mindset, LGRO invests in high quality growth companies opportunistically when behavioral inefficiencies create a gap between price and intrinsic value.
Fund Details
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| Fund Type Exchange-Traded Fund |
Primary Benchmark Bloomberg US 1000 Growth Index |
Team
Lal E. Echterhoff, CFA
Chief Investment Officer, Sr. Portfolio Manager
Portfolio Manager Since: 2023
Years of Experience: 32
Lal E. Echterhoff is Portfolio Manager of the Level Four Large Cap Growth Active ETF. He has 30+ years of finance and investment industry experience and is a member of the Level Four Capital® Management Investment Committee. He earned his Bachelor of Business Administration Finance from the University of North Texas. He is a CFA Charter holder and member of the CFA Institute.
Performance and Fees
Returns
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Performance data quoted represents past performance. Past performance is no guarantee of future results so that shares, when redeemed, may be worth more or less than their original cost. The investment return and principal value will fluctuate. Current performance may be higher or lower than the performance quoted. For current month-end performance call 1-866-759-5679 or visit www.alpsfunds.com. Performance includes reinvested distributions and capital gains.
Market Price is based on the midpoint of the bid/ask spread at 4 p.m. ET and does not represent the returns an investor would receive if shares were traded at other times.
Fund inception date: 08/22/2023
Bloomberg US 1000 Growth Index: provides exposure to companies with superior growth factor scores based on their earnings yield, valuation, dividend yield and growth. One may not invest directly in an index.
$10,000 Hypothetical Investment
The chart above represents the total return historical performance of a hypothetical investment of $10,000 in the Fund over the life of the Fund. Performance calculations are as of the end of each month. Past performance is no guarantee of future results. This chart does not reflect the deduction of taxes that a shareholder would pay on Fund distributions or the redemption of Fund shares.
Fees
Facts and Characteristics
Fund Pricing
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Trading Characteristics
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30-Day SEC Yield: reflects the dividends and interest earned during the period, after the deduction of the Fund's expenses.
30-Day SEC Yield (Unsubsidized): reflects the dividends and interest earned during the period, after the deduction of the Fund’s expenses, excluding fee waivers.
Portfolio
Sector Breakdown
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Geography Breakdown
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Fund Holdings
Resources
Funds Related to LGRO
ALPS Disruptive Technologies ETF
Barron's 400 ETF
ALPS Equal Sector Weight ETF
Fund Disclosure
ALPS Advisors, Inc. and Level Four Capital Management, LLC, registered investment advisers with the SEC, are the investment adviser and sub-adviser to the Fund, respectively. ALPS Advisors, Inc. and ALPS Portfolio Solutions Distributor, Inc., affiliated entities, are unaffiliated with Level Four Capital Management, LLC.
ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Fund.