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
$ 459.6 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 | 16.7 % |
| AMAZON.COM INC | 9.3 % |
| APPLE INC | 9.2 % |
| META PLATFORMS INC | 7.2 % |
| TESLA MOTORS INC | 4.5 % |
| VISA INC. CLASS A | 4.3 % |
| NETFLIX INC | 3.9 % |
| EATON CORP PLC | 3.6 % |
| TAIWAN SEMICONDUCTOR-SP ADR | 3.3 % |
| PALO ALTO NETWORKS INC | 3.3 % |
Constituent Breakdown
| Number of holdings | 29 |
| Herfindahl-Hirschman Index | 659 |
| Wgt avg mkt cap (mns) | $1,664,134 |
| Large cap (>$10bn) | 98.5% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 94.1% |
| Emerging mkts. | 3.3% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 86.6 % |
 |
IRELAND | 3.6 % |
 |
TAIWAN | 3.3 % |
 |
NETHERLANDS | 3.0 % |
 |
BRITAIN | 0.9 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 6.4% | 16.0% | 14.8% | 20.1% | 10.3% | -- | -- | 14.7% |
| Dividend Yield | 0.0% | 0.1% | 0.2% | 0.2% | 0.8% | -- | -- | 0.9% |
| Total Returns | 6.4% | 16.2% | 15.0% | 20.3% | 11.1% | -- | -- | 15.6% | Ann. Volatility | 18.7% | 16.4% | 18.9% | 17.5% | 20.7% | -- | -- | 21.8% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.28 | 85% |
| MSCI EAFE | 0.69 | 40% |
| MSCI Emg Mkts | 0.56 | 46% |
Liquidity Measures
| Avg. volume (000) | 15 |
| ADV traded (mns) | $1 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.13% |
Technical Indicators
| 30d moving avg. (EMA) | $84.41 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 1.41/1.45 |
| Bollinger Bands (Upper/Lower) | $88.48/$82.33 |
| Short interest (% of AUM) | 0.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LRGE |
Expenses vs. LRGE |
ALTAR Score™ vs. LRGE |
|---|---|---|---|---|
| AGIX | KraneShares Artificial Intelligence and Technology ETF | 61.4% | +40 bp | -1.8% |
| FBCG | Fidelity Blue Chip Growth ETF | 46.4% | 0 bp | -0.4% |
| AGRW | Allspring LT Large Growth ETF | 44.6% | -24 bp | +0.9% |
| MGK | Vanguard Mega Cap Growth ETF | 44.3% | -52 bp | +0.8% |
| PJFG | PGIM Jennison Focused Growth ETF | 44.3% | +16 bp | -0.8% |
| IWY | iShares Russell Top 200 Growth ETF | 43.9% | -39 bp | +1.0% |
| IWFG | IQ Winslow Focused Large Cap Growth ETF | 43.8% | +6 bp | -0.5% |
| QGRW | WisdomTree U.S. Quality Growth Fund | 43.7% | -31 bp | +0.3% |
| EGUS | iShares ESG Aware MSCI USA Growth ETF | 43.0% | -41 bp | +0.4% |
| VUSG | Vanguard Wellington U.S. Growth Active ETF | 42.6% | -24 bp | -0.1% |
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 6/3/2026
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
3.3%
ALTAR SCORE™
18th
PERCENTILE
AVOID
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. LRGE's ALTAR Score™ is approximately -0.9 standard
deviations above the category average. This places LRGE in the 18th percentile
among funds in the category.
Sell-Side Consensus
$100.59
PRICE TARGET
+14.1%
UPSIDE