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LRGE - AI Analysis
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ClearBridge Large Cap Growth ESG ETF (LRGE)
Rating:77Outperform
Price Target:
$96.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Nvidia, Netflix, and TSMC, have delivered strong year-to-date performance, driving the fund’s returns.
Technology Sector Leadership
With nearly half of the portfolio in technology stocks, the ETF benefits from exposure to a high-performing sector.
Reasonable Expense Ratio
The ETF’s expense ratio is competitive compared to actively managed funds, helping investors retain more of their returns.
Negative Factors
High Concentration in Top Holdings
The top five positions make up nearly 50% of the portfolio, increasing risk if any of these stocks underperform.
Weak Recent Performance
The fund’s one-month performance has been slightly negative, indicating short-term challenges.
Limited Geographic Diversification
With over 98% exposure to U.S. companies, the ETF lacks protection against international market opportunities or risks.
LRGE vs. SPDR S&P 500 ETF (SPY)
AUM456.94M
RegionNorth America
Expense Ratio0.48%
Beta1.08
IssuerClearBridge
Inception DateMay 22, 2017
Dividend Yield0.15%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,514
30 Day Avg. Volume9,222
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
96.55Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering28
LRGE Summary
The ClearBridge Large Cap Growth ESG ETF (Ticker: LRGE) is an investment fund that focuses on large-cap companies with strong growth potential while also prioritizing environmental, social, and governance (ESG) principles. It includes well-known companies like Nvidia and Apple, which are leaders in technology and innovation. This ETF is ideal for investors looking to grow their portfolios and support businesses committed to sustainable practices. However, since nearly half of its investments are in the technology sector, its performance can be heavily influenced by fluctuations in tech markets.
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
The ClearBridge Large Cap Growth ESG ETF is heavily tilted toward technology, with nearly half of its portfolio in the sector, led by Nvidia, Apple, and Tesla. Nvidia’s rising momentum, fueled by its dominance in AI and chip technology, has been a major driver of the fund’s performance, while Tesla’s steady climb reflects optimism around its energy and autonomy initiatives. However, Amazon and Meta have shown mixed results, with Amazon lagging due to challenges in AWS margins and supply constraints. With a strong U.S. focus, this fund is riding the wave of innovation but faces some bumps from uneven consumer and tech performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.32% | $75.33M | $4.89T | 42.32% | 85 Outperform | |
| Apple | 9.17% | $42.34M | $3.99T | 15.12% | 78 Outperform | |
| Amazon | 8.40% | $38.76M | $2.44T | 20.13% | 77 Outperform | |
| Meta Platforms | 8.30% | $38.28M | $1.89T | 26.66% | 82 Outperform | |
| Tesla | 6.17% | $28.45M | $1.53T | 77.46% | 73 Outperform | |
| Visa | 4.37% | $20.18M | $668.34B | 23.07% | 82 Outperform | |
| Palo Alto Networks | 3.85% | $17.76M | $149.85B | 21.17% | 78 Outperform | |
| Netflix | 3.77% | $17.40M | $467.16B | 45.17% | 69 Neutral | |
| Oracle | 3.72% | $17.18M | $800.59B | 61.93% | 66 Neutral | |
| TSMC | 3.38% | $15.59M | $1.25T | 53.11% | 81 Outperform |
LRGE Technical Analysis
Positive
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Price Trends
82.45
Positive
80.74
Positive
76.97
Positive
Market Momentum
0.95
Negative
66.19
Neutral
95.53
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LRGE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 84.07, equal to the 50-day MA of 82.45, and equal to the 200-day MA of 76.97, indicating a bullish trend. The MACD of 0.95 indicates Negative momentum. The RSI at 66.19 is Neutral, neither overbought nor oversold. The STOCH value of 95.53 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRGE.
LRGE Peer Comparison
Comparison Results
Performance Comparison
LRGE
ClearBridge Large Cap Growth ESG ETF
86.78
14.13
19.45%
TGRT
T. Rowe Price Growth ETF
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IWLG
IQ Winslow Large Cap Growth ETF
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LRGG
Macquarie Focused Large Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
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CAML
Congress Large Cap Growth ETF
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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.
Disclaimer
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.Date of analysis: ―
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