LRGE - ETF AI Analysis
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ClearBridge Large Cap Growth ESG ETF (LRGE)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Growth and Tech Holdings
Several major positions in well-known technology and growth companies have delivered strong results, helping drive the fund’s performance.
Focused Large-Cap U.S. Exposure
The fund mainly holds large, established U.S. companies, which can offer more stability than smaller or less developed markets.
Negative Factors
High Concentration in Top Stocks
A small number of holdings make up a large share of the portfolio, increasing the impact if any of these companies run into trouble.
Mixed Performance Among Key Holdings
Some of the larger positions have been weak or lagging recently, which can offset gains from stronger stocks in the fund.
Heavy Tilt Toward Technology Sector
Nearly half of the portfolio is in technology, making the ETF more sensitive to downturns or volatility in that single sector.
LRGE vs. SPDR S&P 500 ETF (SPY)
AUM362.28M
RegionNorth America
Expense Ratio0.48%
Beta1.12
IssuerClearBridge
Inception DateMay 22, 2017
Dividend Yield0.13%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume48,087
30 Day Avg. Volume22,706
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
105.74Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LRGE Summary
ClearBridge Large Cap Growth ESG ETF (LRGE) is an actively managed fund that focuses on large U.S. companies with strong growth potential and good environmental, social, and governance (ESG) practices, rather than tracking a specific index. It mainly invests in technology and other innovative businesses, with top holdings like Nvidia and Apple. Someone might invest in LRGE to seek long-term growth while supporting companies that aim to operate responsibly. However, because it is heavily tilted toward tech and other growth stocks, its price can rise and fall sharply with changes in the stock market and sentiment toward high-growth companies.
How much will it cost me?The ClearBridge Large Cap Growth ESG ETF (Ticker: LRGE) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on selecting large-cap growth companies that meet ESG criteria.
What would affect this ETF?The ClearBridge Large Cap Growth ESG ETF (LRGE) could benefit from continued innovation and growth in the technology sector, which makes up nearly half of its portfolio and includes top holdings like Nvidia and Apple. However, rising interest rates or economic slowdowns could negatively impact growth-oriented companies, particularly in consumer cyclical and technology sectors. Additionally, changes in ESG regulations or shifts in investor sentiment toward sustainable investing could influence the fund's performance.
LRGE Top 10 Holdings
LRGE is leaning heavily on U.S. Big Tech and chip leaders, with Nvidia and Apple doing much of the heavy lifting as their shares keep rising on AI and services momentum. Palo Alto Networks and Micron add more fuel, riding strong demand for cybersecurity and advanced memory. On the flip side, Tesla is losing steam and Amazon’s performance has been mixed, acting as a bit of a brake on returns. With a clear tilt toward technology and semiconductors and mostly U.S. exposure, this ETF is a focused bet on the digital and AI economy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.59% | $55.26M | $4.77T | 5.99% | 76 Outperform | |
| Apple | 8.11% | $28.73M | $4.99T | 61.77% | 79 Outperform | |
| Meta Platforms | 6.82% | $24.15M | $1.51T | -15.76% | 76 Outperform | |
| Palo Alto Networks | 5.84% | $20.70M | $259.99B | 71.64% | 73 Outperform | |
| Visa | 4.97% | $17.62M | $690.70B | 5.08% | 70 Outperform | |
| Amazon | 4.81% | $17.03M | $2.48T | -1.54% | 71 Outperform | |
| Tesla | 3.53% | $12.52M | $1.21T | -6.49% | 73 Outperform | |
| Airbnb | 3.36% | $11.90M | $92.28B | 13.55% | 71 Outperform | |
| ASML Holding | 3.32% | $11.76M | $607.45B | 114.94% | 81 Outperform | |
| Netflix | 3.19% | $11.30M | $301.43B | -37.82% | 73 Outperform |
LRGE Technical Analysis
Negative
―
Price Trends
85.32
Negative
82.73
Negative
82.28
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 85.33, equal to the 50-day MA of 85.32, and equal to the 200-day MA of 82.28, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LRGE.
LRGE Peer Comparison
Comparison Results
Performance Comparison
LRGE
ClearBridge Large Cap Growth ESG ETF
82.72
2.93
3.67%
CNEQ
Alger Concentrated Equity ETF
―
―
―
QDVO
Amplify CWP Growth & Income ETF
―
―
―
FLCG
Federated Hermes MDT Large Cap Growth ETF
―
―
―
CAML
Congress Large Cap Growth ETF
―
―
―
CARK
CastleArk Large Growth ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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