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TGLR
+2.68 · +7.70%
$37.42 · BATS

LAFFER|TENGLER Equity Income ETF (TGLR) ETF Analysis | Large Value

Laffer Tengler Investments, Inc. · USA
AUM:$30.4M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 24.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is TGLR?

The fund is an actively managed fund that seeks to achieve its investment objective by investing in high quality, large-cap stocks that the Sub-Adviser believes have strong earnings and dividend growth potential and an above market dividend yield. The strategy utilizes two valuation metrics that the Sub-Adviser believes are consistent indicators of value: Relative Dividend Yield (RDY) and Relative Price-to Sales Ratio (RPSR).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
TGLR delivered 24.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 44.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$30.4M
Expense Ratio0.95%
Dividend Yield0.78%
Holdings32
Inception DateAug 2023
Domicile–
Distribution–
Index–
ProviderLaffer Tengler Investments, Inc.
Beta–
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.3%
1Y
+19.2%
3Y
+71.9%
5Y
+70.3%
OpenBook InsightIf you had invested £10,000 in TGLR 5 years ago, it would have grown to £17,033 — a gain of £7,033.

Annual Returns

Calendar year performance

TGLR delivered positive returns in 4 of the last 4 calendar years.
YearTGLR
2026 YTD+10.7%
2025+23.3%
2024+19.1%
2023+4.1%
CAGR 3yr+15.2%
4/4 positive yearsAvg return: +14.3%Worst year: +4.1% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
14.0%
Low
Momentum
+1.7%
30-day change
Support Level
39.98
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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