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About Sterling Capital Focus Equity ETF
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Inception date
Aug 26, 2020
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Sterling Capital Management LLC
Distributor
Northern Lights Distributors LLC
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
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.