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
439.8 M
ASSETS UNDER MGMT
59 bp
EXPENSES
Fund Basics
| Fund sponsor | Legg Mason |
| Category | US |
| Asset class | Equity |
| Website | link... |
| Inception date | May 22, 2017 |
| Assets (mns) | $440 |
| Expense ratio | 59 bp |
| Currency | USD |
Sector Breakdown
Fund Structure
| Regulation | Open-Ended Fund |
| Distributions | Annually |
| Taxation | 1099 |
| Stock selection | Proprietary |
| Weighting | Proprietary |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 15.9 % |
| APPLE INC | 9.0 % |
| AMAZON.COM INC | 8.4 % |
| META PLATFORMS INC | 8.2 % |
| TESLA MOTORS INC | 5.5 % |
| VISA INC. CLASS A | 4.6 % |
| NETFLIX INC | 3.6 % |
| TAIWAN SEMICONDUCTOR-SP ADR | 3.6 % |
| PALO ALTO NETWORKS INC | 3.4 % |
| ORACLE CORP | 3.2 % |
Constituent Breakdown
| Number of holdings | 29 |
| Herfindahl-Hirschman Index | 513 |
| Wgt avg mkt cap (mns) | $1,644,593 |
| Large cap (>$10bn) | 106.2% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 103.7% |
| Emerging mkts. | 2.5% |
Country Exposure
 |
UNITED STATES | 88.9 % |
 |
TAIWAN | 3.6 % |
 |
IRELAND | 2.7 % |
 |
NETHERLANDS | 2.5 % |
 |
BRITAIN | 0.8 % |
Historical Performance
Standardized Performance (as of 12/31/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 9.4% | 9.4% | 17.5% | 26.4% | 10.5% | -- | -- | 14.6% |
| Dividend Yield | 0.1% | 0.1% | 0.2% | 0.2% | 0.8% | -- | -- | 0.9% |
| Total Returns | 9.5% | 9.5% | 17.6% | 26.5% | 11.3% | -- | -- | 15.6% | Ann. Volatility | 20.9% | 20.9% | 18.2% | 17.5% | 20.6% | -- | -- | 21.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.02 | 90% |
| MSCI EAFE | 0.92 | 53% |
| MSCI Emg Mkts | 0.89 | 56% |
Liquidity Measures
| Avg. volume (000) | 14 |
| ADV traded (mns) | $1 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.13% |
Technical Indicators
| 30d moving avg. (EMA) | $82.61 |
| Relative strength (RSI) | 53 |
| MACD/Signal | 0.29/0.18 |
| Bollinger Bands (Upper/Lower) | $84.34/$80.57 |
| Short interest (% of AUM) | 0.1% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LRGE |
Expenses vs. LRGE |
ALTAR Score™ vs. LRGE |
|---|---|---|---|---|
| QGRW | WisdomTree U.S. Quality Growth Fund | 45.6% | -31 bp | +3.7% |
| AGRW | Allspring LT Large Growth ETF | 44.6% | -24 bp | +4.2% |
| FFOG | Franklin Focused Growth ETF | 44.5% | +2 bp | +2.3% |
| IWY | iShares Russell Top 200 Growth ETF | 44.3% | -39 bp | +4.2% |
| RND | First Trust Bloomberg R&D Leaders ETF | 44.3% | +1 bp | +3.1% |
| PJFG | PGIM Jennison Focused Growth ETF | 44.2% | +16 bp | +2.5% |
| MGK | Vanguard Mega Cap Growth ETF | 44.0% | -52 bp | +4.2% |
| FBCG | Fidelity Blue Chip Growth ETF | 43.8% | 0 bp | +3.0% |
| EGUS | iShares ESG Aware MSCI USA Growth ETF | 43.7% | -41 bp | +3.9% |
| TOPT | iShares Top 20 U.S. Stocks ETF | 43.3% | -39 bp | +3.9% |
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
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
|---|---|---|---|---|---|---|---|---|
| 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 1/11/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
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
AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may be less relevant.
ALTAR Score™
LRGE
3.2%
Cat. Avg
5.5%
ALTAR Score™ Calculation
Category Overview
There are 1045 funds in the US Equity category, with an average ALTAR Score™
of 5.5% and a standard deviation of
2.2%. LRGE's ALTAR Score™ is approximately
1.0 standard deviations
below
the category average. This places LRGE in the 15th percentile among funds in the category.
Sell Side Consensus Rating
Sell-side recommendations on the ETF's individual constituents
LRGESELL
U/W
HOLD
O/W
BUY