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LRGE - ETF AI Analysis
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ClearBridge Large Cap Growth ESG ETF (LRGE)
Rating:74Outperform
Price Target:―
Positive Factors
Leading Growth Companies
The ETF holds many well-known large growth names in technology and consumer sectors, which can benefit if market sentiment turns more favorable toward growth stocks.
Focused Growth and Tech Exposure
With a large share in technology and other growth-oriented sectors, the fund is positioned to participate strongly when these areas of the market perform well.
Meaningful Fund Size
The ETF has gathered a sizable asset base, which can support trading liquidity and ongoing viability for investors.
Negative Factors
Recent Weak Performance
The fund has seen negative returns over the past month, three months, and year to date, signaling recent performance headwinds.
Heavy Concentration in Top Holdings
A small group of large positions, including several mega-cap tech names, makes up a big portion of the portfolio, increasing the impact of any weakness in those stocks.
High U.S. and Tech Dependence
With almost all assets in U.S. stocks and a heavy tilt toward technology, the ETF is vulnerable to downturns in the U.S. growth and tech segments of the market.
LRGE vs. SPDR S&P 500 ETF (SPY)
AUM396.46M
RegionNorth America
Expense Ratio0.48%
Beta1.10
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. Volume10,281
30 Day Avg. Volume14,976
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
101.58Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering27
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 holds many well-known names such as Nvidia and Amazon, with a big tilt toward technology and other innovative businesses. Someone might invest in LRGE to seek long-term growth while supporting companies that aim to act responsibly. A key risk is that it is heavily concentrated in tech and growth stocks, so its price can rise and fall more than the overall market.
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 Big Tech and chipmakers, with Nvidia and ASML doing much of the heavy lifting as their momentum in AI and semiconductors keeps the fund’s growth story alive. Amazon and TSMC are also quietly rising, providing a steadier tailwind. On the flip side, Apple and Meta have been losing steam, while Tesla and Netflix are dragging performance with more recent weakness. With a mostly U.S. large-cap lineup and a strong tilt toward technology, this ETF’s fortunes are tightly tied to the tech cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.81% | $67.12M | $4.49T | 35.01% | 76 Outperform | |
| Apple | 9.17% | $36.62M | $3.87T | 7.96% | 79 Outperform | |
| Meta Platforms | 8.36% | $33.39M | $1.62T | -8.60% | 76 Outperform | |
| Amazon | 7.86% | $31.38M | $2.16T | -9.64% | 71 Outperform | |
| Tesla | 5.32% | $21.25M | $1.54T | 14.08% | 73 Outperform | |
| TSMC | 4.47% | $17.85M | $1.57T | 80.27% | 81 Outperform | |
| Visa | 4.45% | $17.76M | $608.97B | -9.83% | 70 Outperform | |
| ASML Holding | 3.67% | $14.64M | $540.24B | 97.20% | 81 Outperform | |
| Eaton | 3.40% | $13.58M | $152.05B | 22.93% | 75 Outperform | |
| Netflix | 3.18% | $12.70M | $325.11B | -25.25% | 73 Outperform |
LRGE Technical Analysis
Negative
―
Price Trends
81.59
Negative
82.35
Negative
80.35
Negative
Market Momentum
-0.97
Positive
41.05
Neutral
29.71
Neutral
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 80.40, equal to the 50-day MA of 81.59, and equal to the 200-day MA of 80.35, indicating a bearish trend. The MACD of -0.97 indicates Positive momentum. The RSI at 41.05 is Neutral, neither overbought nor oversold. The STOCH value of 29.71 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
Performance Comparison
LRGE
ClearBridge Large Cap Growth ESG ETF
78.49
0.51
0.65%
TGRT
T. Rowe Price Growth ETF
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IWLG
IQ Winslow Large Cap Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
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FLCG
Federated Hermes MDT Large Cap Growth 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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