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LRGE - ETF AI Analysis

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LRGE

ClearBridge Large Cap Growth ESG ETF (LRGE)

Rating:73Outperform
Price Target:
LRGE, the ClearBridge Large Cap Growth ESG ETF, earns a solid overall rating thanks to major positions in leaders like Nvidia, Apple, ASML, and TSMC, which all benefit from strong financial performance, positive earnings commentary, and strategic focus on high-growth areas like AI and advanced technologies. Holdings such as Amazon, Meta, Netflix, Tesla, and Visa also add growth potential but face headwinds from high valuations, mixed or bearish technical signals, and specific challenges like cash flow management or regulatory and segment risks. The main risk factor is the fund’s heavy tilt toward a concentrated group of large, high-valuation growth and tech-related names, which could be more volatile if market sentiment toward these sectors weakens.
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown strong gains over the past month and steady results over the last three months, indicating recent positive momentum despite a slightly negative year-to-date return.
Leading Growth Companies in Top Holdings
Several major positions like Nvidia, Amazon, Meta, Eaton, and Airbnb have delivered strong year-to-date performance, helping support the fund’s growth profile.
Focused but Still Multi-Sector Exposure
While technology is the largest slice of the portfolio, the fund also holds meaningful positions in consumer, communication services, financials, health care, and industrials, which helps spread risk across different parts of the economy.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions, especially in names like Nvidia, Apple, Amazon, and Meta, make up a big share of the portfolio, increasing the impact if any of these companies stumble.
Several Top Holdings Are Lagging
Key holdings such as Apple, Tesla, Visa, Netflix, and Palo Alto Networks have shown weak year-to-date performance, which can drag on the fund’s overall returns.
Heavy U.S. and Technology Exposure
With almost all assets in U.S. stocks and a large tilt toward the technology sector, the ETF is sensitive to downturns in the U.S. market and in tech-related industries.

LRGE vs. SPDR S&P 500 ETF (SPY)

LRGE Summary

The 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 holds many well-known names such as Nvidia, Apple, Amazon, and Meta. Someone might invest in LRGE to seek long-term growth while supporting companies that aim to operate responsibly. A key risk is that the fund is heavily tilted toward technology and other growth stocks, so its price can swing a lot and may fall sharply if these sectors struggle.
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 riding a powerful tech-and-AI wave, with Nvidia and TSMC doing much of the heavy lifting as their chip and data-center stories keep gaining traction. Big U.S. platform names like Amazon, Apple, and Meta are also rising, giving the fund a strong growth engine rooted firmly in U.S. large caps with a dash of Taiwan via TSMC. On the flip side, Tesla looks like it’s losing steam and Visa has been lagging, acting more like brakes than boosters on recent performance. Overall, this is a tech-heavy, growth-first portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia18.04%$79.45M$5.06T99.22%
76
Outperform
Amazon9.01%$39.69M$2.84T39.12%
71
Outperform
Apple8.75%$38.54M$3.98T27.35%
79
Outperform
Meta Platforms7.93%$34.93M$1.71T23.44%
76
Outperform
Tesla4.35%$19.17M$1.41T32.46%
73
Outperform
Visa4.05%$17.84M$589.76B-8.25%
70
Outperform
Netflix3.84%$16.91M$389.43B-17.71%
73
Outperform
Eaton3.51%$15.46M$164.47B44.84%
75
Outperform
TSMC3.33%$14.68M$1.80T147.84%
81
Outperform
Palo Alto Networks3.30%$14.53M$145.69B0.75%
73
Outperform

LRGE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
78.85
Positive
100DMA
80.17
Positive
200DMA
80.99
Positive
Market Momentum
MACD
1.38
Negative
RSI
59.18
Neutral
STOCH
50.20
Neutral
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 81.01, equal to the 50-day MA of 78.85, and equal to the 200-day MA of 80.99, indicating a bullish trend. The MACD of 1.38 indicates Negative momentum. The RSI at 59.18 is Neutral, neither overbought nor oversold. The STOCH value of 50.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LRGE.

LRGE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$431.85M0.48%
73
Outperform
$979.41M0.52%
75
Outperform
$723.33M0.50%
73
Outperform
$653.12M0.56%
73
Outperform
$505.28M0.55%
69
Neutral
$492.95M0.39%
75
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LRGE
ClearBridge Large Cap Growth ESG ETF
82.44
10.84
15.14%
TGRW
T. Rowe Price Growth Stock ETF
IWLG
IQ Winslow Large Cap Growth ETF
QDVO
Amplify CWP Growth & Income ETF
CNEQ
Alger Concentrated Equity ETF
FLCG
Federated Hermes MDT Large Cap 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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