LRGE
ClearBridge Large Cap Growth ESG ETF
The ClearBridge Large Cap Growth ESG ETF is an actively managed fund that seeks long-term capital appreciation. The fund focuses on global large-cap stocks with positive ESG attributes.<br /><br />
US
EQUITY
Active
MANAGEMENT STYLE
$ 458.4 M
ASSETS UNDER MGMT
59 bp
EXPENSES
Fund Basics
| Inception date | May 22, 2017 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 17.0 % |
| APPLE INC | 8.8 % |
| AMAZON.COM INC | 7.8 % |
| META PLATFORMS INC | 6.6 % |
| PALO ALTO NETWORKS INC | 5.3 % |
| TESLA MOTORS INC | 4.7 % |
| VISA INC. CLASS A | 4.3 % |
| ASML HOLDING NV-NY REG SHS | 4.1 % |
| TAIWAN SEMICONDUCTOR-SP ADR | 3.6 % |
| NETFLIX INC | 3.3 % |
Constituent Breakdown
| Number of holdings | 30 |
| Herfindahl-Hirschman Index | 660 |
| Wgt avg mkt cap (mns) | $1,969,949 |
| Large cap (>$10bn) | 101.8% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.2% |
| Emerging mkts. | 3.6% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 90.1 % |
 |
NETHERLANDS | 4.1 % |
 |
TAIWAN | 3.6 % |
 |
IRELAND | 3.1 % |
 |
BRITAIN | 0.9 % |
Historical Performance
Standardized Performance (as of 08/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 8.1% | 11.3% | 11.4% | 17.4% | 8.5% | -- | -- | 14.5% |
| Dividend Yield | 0.0% | 0.1% | 0.2% | 0.2% | 0.8% | -- | -- | 0.9% |
| Total Returns | 8.1% | 11.4% | 11.5% | 17.5% | 9.3% | -- | -- | 15.3% | Ann. Volatility | 19.1% | 18.2% | 19.3% | 18.0% | 21.0% | -- | -- | 21.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.31 | 84% |
| MSCI EAFE | 0.76 | 42% |
| MSCI Emg Mkts | 0.50 | 47% |
Liquidity Measures
| Avg. volume (000) | 7 |
| ADV traded (mns) | $1 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.15% |
Technical Indicators
| 30d moving avg. (EMA) | $86.45 |
| Relative strength (RSI) | 59 |
| MACD/Signal | 1.15/0.62 |
| Bollinger Bands (Upper/Lower) | $91.10/$80.73 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LRGE |
Expenses vs. LRGE |
ALTAR Score™ vs. LRGE |
|---|---|---|---|---|
| GROZ | Zacks Focus Growth ETF | 52.6% | -4 bp | -0.1% |
| PJFG | PGIM Jennison Focused Growth ETF | 49.4% | +16 bp | -0.7% |
| MGK | Vanguard Mega Cap Growth ETF | 48.9% | -52 bp | +1.0% |
| NYSX | Global X NYSE 100 ETF | 47.0% | -50 bp | +0.3% |
| EGUS | iShares ESG Aware MSCI USA Growth ETF | 45.9% | -41 bp | +0.6% |
| FBCG | Fidelity Blue Chip Growth ETF | 45.8% | 0 bp | -0.2% |
| RND | First Trust Bloomberg R&D Leaders ETF | 44.8% | +1 bp | -0.2% |
| XLG | Invesco S&P 500 Top 50 ETF | 44.7% | -39 bp | +0.9% |
| AGRW | Allspring LT Large Growth ETF | 44.6% | -24 bp | +1.2% |
| VUG | Vanguard Growth ETF | 44.6% | -55 bp | +0.9% |
Risk and Returns: LRGE vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 9/6/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
3.5%
ALTAR SCORE™
19th
PERCENTILE
AVOID
ETFRC RATING
There are 1,408 funds in the US Equity category with an average
ALTAR Score™ of 5.2% and a standard deviation
of 2.0%. LRGE's ALTAR Score™ is approximately -0.9 standard
deviations above the category average. This places LRGE in the 19th percentile
among funds in the category.
Sell-Side Consensus
$101.27
PRICE TARGET
+13.7%
UPSIDE