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Upturn AI SWOT - About
ClearBridge Large Cap Growth ESG ETF (LRGE)
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Upturn Advisory Summary
04/01/2025: LRGE (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 30.35% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 14886 | Beta 1.13 | 52 Weeks Range 62.79 - 79.99 | Updated Date 04/2/2025 |
52 Weeks Range 62.79 - 79.99 | Updated Date 04/2/2025 |
Upturn AI SWOT
ClearBridge Large Cap Growth ESG ETF
ETF Overview
Overview
The ClearBridge Large Cap Growth ESG ETF (LRGE) seeks to provide investment results that correspond to the total return performance of the ClearBridge Large Cap Growth ESG Index. It focuses on large-cap U.S. companies with strong growth potential and positive ESG (environmental, social, and governance) characteristics.
Reputation and Reliability
ClearBridge Investments is a well-regarded asset manager with a long history and a focus on fundamental research. They are known for their experience in growth investing.
Management Expertise
ClearBridge Investments has a dedicated team of experienced portfolio managers and research analysts specializing in large-cap growth stocks and ESG investing.
Investment Objective
Goal
To provide investment results that correspond to the total return performance of the ClearBridge Large Cap Growth ESG Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the ClearBridge Large Cap Growth ESG Index, which is a rules-based index comprised of U.S. large-cap companies with favorable growth and ESG profiles.
Composition The ETF primarily holds U.S. large-cap growth stocks that meet certain ESG criteria.
Market Position
Market Share: Data unavailable for a precise market share.
Total Net Assets (AUM): Data unavailable for precise AUM. Refer to latest fund factsheet on ClearBridge Investments website.
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers S&P 500 ESG ETF (SNPE)
Competitive Landscape
The ETF industry for ESG-focused large-cap growth is competitive. LRGE competes with larger, more established ETFs from major issuers like BlackRock and Vanguard. LRGEu2019s advantage lies in its specific ESG methodology and ClearBridge's active management capabilities within a passive structure. Disadvantages include lower AUM and potentially lower liquidity compared to its larger peers. The field includes funds that track diverse ESG indices, so the choice of index is a factor in market competition.
Financial Performance
Historical Performance: Historical performance data unavailable due to relatively new existence of the ETF. Refer to latest fund factsheet on ClearBridge Investments website.
Benchmark Comparison: Benchmark comparison unavailable without historical data. Refer to latest fund factsheet on ClearBridge Investments website.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume is moderate and may vary based on market conditions.
Bid-Ask Spread
The bid-ask spread can fluctuate depending on the trading volume and market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects (especially in technology, healthcare, and consumer discretionary), and prevailing market sentiment towards growth stocks and ESG investments will affect LRGE's performance.
Growth Trajectory
The ETF's growth trajectory depends on the continued interest in ESG investing and the relative performance of its underlying index. Strategy changes will be based on the underlying ESG index methodology.
Moat and Competitive Advantages
Competitive Edge
LRGE's competitive advantage lies in its combination of large-cap growth and ESG factors, managed by ClearBridge's experienced team. Its focus on growth companies that also meet ESG criteria can attract investors looking for both financial returns and responsible investing. The active component enhances this with its differentiated methodology. The ESG filtering criteria may also lead to less volatile returns than traditional large cap growth indices.
Risk Analysis
Volatility
Volatility is typical of large-cap growth ETFs, which can be higher than the overall market. Refer to latest fund factsheet on ClearBridge Investments website.
Market Risk
Market risk is inherent in equity investments, especially growth stocks. Specific risks include sector concentration (e.g., technology) and potential underperformance during value-driven market cycles. ESG integration could also lead to deviations from purely financial considerations.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation through large-cap growth stocks, with a preference for companies that meet ESG standards.
Market Risk
This ETF is best suited for long-term investors who are comfortable with the volatility associated with growth stocks and prioritize ESG factors in their investment decisions.
Summary
ClearBridge Large Cap Growth ESG ETF is an ETF that focuses on providing investment returns in line with the ClearBridge Large Cap Growth ESG Index. It targets large-cap US companies displaying high-growth and ESG characteristics. It has moderate liquidity, typical market risks and a higher expense ratio compared to some of its competitors. This ETF is best suited for long-term investors looking for capital appreciation through the lens of ESG investing.
Similar Companies
ESGU
iShares ESG Aware MSCI USA ETF
ESGU
iShares ESG Aware MSCI USA ETF
IVW
iShares S&P 500 Growth ETF
IVW
iShares S&P 500 Growth ETF
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SNPE
Xtrackers S&P 500 ESG ETF
SNPE
Xtrackers S&P 500 ESG ETF
Sources and Disclaimers
Data Sources:
- ClearBridge Investments Website
- ETF.com
- Morningstar
Disclaimers:
Data is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market share data is approximate and based on available information. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ClearBridge Large Cap Growth ESG ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.
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