Advisors Series Trust Etf Profile
LCLG Etf | USD 54.23 0.29 0.54% |
Performance20 of 100
| Odds Of DistressLess than 9
|
Advisors Series is trading at 54.23 as of the 30th of November 2024. This is a 0.54 percent increase since the beginning of the trading day. The etf's lowest day price was 54.23. Advisors Series has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Advisors Series Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. Logan Capital is traded on NYSEARCA Exchange in the United States. More on Advisors Series Trust
Moving together with Advisors Etf
Advisors Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Size And Style ETFs, Broad Equity ETFs, Large Growth, Logan Capital (View all Sectors) |
Issuer | Logan Capital Management |
Inception Date | 2022-08-05 |
Entity Type | Regulated Investment Company |
Asset Type | Equity |
Category | Broad Equity |
Focus | Size and Style |
Market Concentration | Developed Markets |
Region | North America |
Administrator | U.S. Bancorp Fund Services, LLC |
Advisor | Logan Capital Management, Inc. |
Custodian | U.S. Bank, N.A. |
Distributor | Quasar Distributors, LLC |
Portfolio Manager | Al Besse, Stephen S. Lee, Dana H. Stewardson |
Transfer Agent | U.S. Bancorp Fund Services, LLC |
Fiscal Year End | 30-Apr |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 59.0 |
Market Maker | GTS |
Total Expense | 0.99 |
Management Fee | 0.65 |
Country Name | USA |
Returns Y T D | 28.58 |
Name | Advisors Series Trust - Logan Capital Broad Innovative Growth ETF |
Currency Code | USD |
Open Figi | BBG0193FZS66 |
In Threey Volatility | 22.01 |
1y Volatility | 16.64 |
200 Day M A | 46.621 |
50 Day M A | 50.241 |
Code | LCLG |
Updated At | 30th of November 2024 |
Currency Name | US Dollar |
In Threey Sharp Ratio | 0.23 |
Type | ETF |
Advisors Series Trust [LCLG] is traded in USA and was established 2012-06-28. The fund is listed under Large Growth category and is part of Logan Capital family. The entity is thematically classified as Size And Style ETFs. Advisors Series Trust now have 40.56 M in assets. , while the total return for the last 3 years was 9.0%.
Check Advisors Series Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Advisors Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Advisors Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Advisors Series Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Advisors Series Trust Etf Constituents
AAPL | Apple Inc | Stock | Information Technology | |
AMZN | Amazon Inc | Stock | Consumer Discretionary | |
APH | Amphenol | Stock | Information Technology | |
AVGO | Broadcom | Stock | Information Technology | |
DKS | Dicks Sporting Goods | Stock | Consumer Discretionary | |
EL | Estee Lauder Companies | Stock | Consumer Staples | |
KLAC | KLA Tencor | Stock | Information Technology | |
MA | Mastercard | Stock | Financials |
Advisors Series Trust Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Advisors Series. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.1585 | |||
Jensen Alpha | 0.0693 | |||
Total Risk Alpha | 0.0293 | |||
Sortino Ratio | 0.0719 |
Advisors Series Against Markets
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Advisors Series Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
The market value of Advisors Series Trust is measured differently than its book value, which is the value of Advisors that is recorded on the company's balance sheet. Investors also form their own opinion of Advisors Series' value that differs from its market value or its book value, called intrinsic value, which is Advisors Series' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Advisors Series' market value can be influenced by many factors that don't directly affect Advisors Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Advisors Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Advisors Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Advisors Series' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.