LRGE - ETF AI Analysis
Top Page
ClearBridge Large Cap Growth ESG ETF (LRGE)
LRGE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 379.85M
- Region
- North America
- Expense Ratio
- 0.48%
- Beta
- 1.16
- Issuer
- ClearBridge
- Inception Date
- May 22, 2017
- Dividend Yield
- 0.12%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
LRGE Summary
LRGE is the ClearBridge Large Cap Growth ESG ETF, which invests in large U.S. companies that are expected to grow and that also follow environmental, social, and governance (ESG) standards. It doesn’t track a set index, but instead is actively managed to focus on growth stocks, especially in technology and communication services. Well-known holdings include Nvidia and Apple. Someone might invest in LRGE to seek long-term growth while supporting companies with more responsible business practices. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can rise and fall more than the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.48%, which means you’ll pay about $4.80 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because LRGE is actively managed and uses ESG criteria, which typically makes it more expensive to run.
What would affect this ETF?
LRGE could benefit if U.S. economic growth stays solid and demand for technology, online services, and other innovative large companies remains strong, especially as interest in ESG-friendly businesses continues to grow. On the downside, the fund is heavily tied to big U.S. tech names like Nvidia, Apple, and Meta, so setbacks in the tech sector, higher interest rates that hurt growth stocks, or changes in ESG regulations and sentiment could weigh on future performance.
LRGE Top 10 Holdings
LRGE is leaning heavily into U.S. Big Tech and AI, with Nvidia, Apple, Meta, and Alphabet doing most of the heavy lifting. Nvidia and Palo Alto Networks are rising on the back of the AI and cybersecurity boom, giving the fund a strong growth engine. Apple and Arista Networks look steady to strong, helping keep returns on track. On the flip side, Tesla has been lagging and Amazon feels a bit winded lately, tempering overall momentum. With a clear tilt toward U.S. technology leaders, the fund’s story is all about riding the AI and digital transformation wave.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 16.20% | $60.72M | $5.15T | 3.20% | 76Outperform |
 AAPL | Apple | 6.93% | $25.98M | $5.09T | 29.37% | 79Outperform |
 META | Meta Platforms | 6.00% | $22.47M | $1.60T | -16.92% | 76Outperform |
 PANW | Palo Alto Networks | 5.75% | $21.54M | $311.60B | 75.25% | 73Outperform |
 V | Visa | 5.11% | $19.17M | $776.65B | 20.29% | 70Outperform |
 AMZN | Amazon | 4.78% | $17.90M | $2.63T | 5.86% | 71Outperform |
 GOOGL | Alphabet Class A | 3.61% | $13.52M | $3.46T | 3.37% | 85Outperform |
 TSLA | Tesla | 4.06% | $15.22M | $1.59T | -12.61% | 73Outperform |
 MU | Micron | 3.39% | $12.70M | $1.06T | 312.24% | 79Outperform |
 ANET | Arista Networks | 3.25% | $12.19M | $232.34B | 13.69% | 83Outperform |
LRGE Technical Analysis
Price Trends
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 87.82 is below the 20-day moving average (MA) of 89.85, below the 50-day MA of 89.29, and above the 200-day MA of 84.25, indicating a neutral trend. The MACD of -0.50 indicates Positive momentum. The RSI at 43.36 is Neutral, neither overbought nor oversold. The STOCH value of 70.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LRGE.
LRGE Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LRGE | $87.82 | $99.00(12.73% Upside) | $379.85M | 0.48% | 73Outperform |
 QDVO | $29.16 | $36.20(24.16% Upside) | $781.62M | 0.56% | 72Outperform |
 FLCG | $34.37 | $43.92(27.79% Upside) | $714.23M | 0.39% | 75Outperform |
 CAML | $40.24 | $50.43(25.33% Upside) | $382.54M | 0.65% | 75Outperform |
 CARK | $47.03 | $60.35(28.32% Upside) | $338.00M | 0.54% | 74Outperform |
 IWLG | $55.77 | $74.04(32.76% Upside) | $316.05M | 0.50% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LRGE | ClearBridge Large Cap Growth ESG ETF | 87.82 | 1.99 | 2.32% | |
| QDVO | Amplify CWP Growth & Income ETF | 29.16 | 2.45 | 9.18% | |
| FLCG | Federated Hermes MDT Large Cap Growth ETF | 34.37 | 0.85 | 2.54% | |
| CAML | Congress Large Cap Growth ETF | 40.24 | 0.57 | 1.44% | |
| CARK | CastleArk Large Growth ETF | 47.03 | 1.66 | 3.66% | |
| IWLG | IQ Winslow Large Cap Growth ETF | 55.77 | -0.47 | -0.83% |
This 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.