LRGE - ETF AI Analysis
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ClearBridge Large Cap Growth ESG ETF (LRGE)
Rating:74Outperform
Price Target:―
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)
AUM440.03M
RegionNorth America
Expense Ratio0.48%
Beta1.12
IssuerClearBridge
Inception DateMay 22, 2017
Dividend Yield0.12%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,540
30 Day Avg. Volume16,741
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
106.71Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering29
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 leaning heavily on U.S. Big Tech and growth names, with Nvidia and Apple setting the tone. Nvidia has been a key engine for the fund, still riding the AI wave despite some recent choppiness, while Apple looks steady but not exactly sprinting. Amazon and Meta have been more of a mixed bag, occasionally losing steam and tugging on returns. On the brighter side, cybersecurity standout Palo Alto Networks and chip powerhouse ASML are rising nicely, underscoring the fund’s tech-and-AI tilt and its primarily U.S.-centric, large-cap growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.94% | $66.65M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 6.98% | $31.12M | $4.53T | 47.93% | 79 Outperform | |
| Meta Platforms | 6.50% | $29.02M | $1.48T | -14.58% | 76 Outperform | |
| Palo Alto Networks | 6.19% | $27.60M | $283.67B | 65.22% | 73 Outperform | |
| Amazon | 4.82% | $21.50M | $2.61T | 12.14% | 71 Outperform | |
| Tesla | 4.63% | $20.65M | $1.48T | 40.95% | 73 Outperform | |
| Visa | 4.48% | $20.00M | $682.30B | -0.66% | 70 Outperform | |
| ASML Holding | 3.64% | $16.22M | $714.60B | 120.03% | 81 Outperform | |
| Micron | 3.60% | $16.05M | $1.10T | 654.20% | 79 Outperform | |
| TSMC | 3.36% | $14.97M | $1.98T | 98.28% | 81 Outperform |
LRGE Technical Analysis
Positive
―
Price Trends
85.14
Positive
81.83
Positive
82.16
Positive
Market Momentum
0.43
Negative
58.04
Neutral
72.88
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 84.80, equal to the 50-day MA of 85.14, and equal to the 200-day MA of 82.16, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 58.04 is Neutral, neither overbought nor oversold. The STOCH value of 72.88 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
Performance Comparison
LRGE
ClearBridge Large Cap Growth ESG ETF
87.12
7.84
9.89%
QDVO
Amplify CWP Growth & Income ETF
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CNEQ
Alger Concentrated Equity 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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CARK
CastleArk Large 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.
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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