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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −1.6% | ▼ −1.7% | ▲ +3.2% | ▼ −1.2% | ▼ −4.3% | ▲ +79.9% | — | ▲ +77.3% |
| Peer average | ▼ −0.9% | ▼ −2.0% | ▲ +1.9% | ▲ +7.2% | ▲ +5.5% | ▲ +83.7% | ▲ +58.7% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
This ETF provides investors with access to an accomplished growth manager focused on optimizing risk-adjusted returns. It implements a proven strategy for fostering long-term growth, supported by thorough fundamental research. The fund is actively managed, concentrating its investments in U.S. large-capitalization growth stocks. Its primary investment objective is to identify high-caliber companies that possess enduring competitive advantages.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
| Ex-date | Pay date | Per share |
|---|---|---|
| 2025-04-08 | 2025-04-09 | $0.02 |
| 2024-12-20 | 2024-12-23 | $0.03 |
| 2023-12-22 | 2023-12-27 | $0.01 |
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind LSGR.