Allspring LT Large Core ETF (ALRG) Research

ALRG is an actively managed exchange-traded fund primarily investing in the shares of large U.S. companies, typically those found within the S&P 500 Index's market capitalization range. The fund employs a structured investment process, combining in-depth fundamental research with its own valuation model to pinpoint quality companies that may be undervalued. It seeks out businesses demonstrating strong potential for growth, distinct competitive advantages, solid financial standing, and a clear alignment with their shareholders' interests. Additionally, the fund incorporates sustainability considerations, assessing key environmental, social, and governance (ESG) risks using its internally developed methodologies and scoring. Securities may be sold if they meet their target valuation, their financial health declines, or more attractive investment opportunities become available. Being a non-diversified fund, it holds a more concentrated portfolio of issuers and has the option to use futures contracts to manage its cash positions. Its ultimate goal is to generate long-term capital growth for investors.

Market snapshot

Symbol
ALRG
Price
$29.54
Day change
0.00%
Market cap
$7.5M
52-week range
24.78-30.406
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Cullen Small Cap Value Fund Retail Class (CUSRX)
  • First Trust Balanced Income ETF (FTBI)
  • Bitwise Funds Trust (ICOI)
  • Domini International Opportunities Fund Investor Shares (RISEX)
  • FT Vest U.S. Equity Equal Weight Buffer ETF - March (RSMR)
  • Rydex S&P SmallCap 600 Pure Value H (RYAZX)
  • Rydex Banking Inv (RYKIX)
  • Rydex S&P 500 Pure Value H (RYZAX)

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