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Upturn AI SWOT - About
ClearBridge Large Cap Growth ESG ETF (LRGE)
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Upturn Advisory Summary
10/10/2025: LRGE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 37.11% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 60.72 - 79.99 | Updated Date 06/29/2025 |
52 Weeks Range 60.72 - 79.99 | Updated Date 06/29/2025 |
Upturn AI SWOT
ClearBridge Large Cap Growth ESG ETF
ETF Overview
Overview
The ClearBridge Large Cap Growth ESG ETF (LRGE) seeks to provide long-term capital appreciation by investing in a portfolio of large-cap U.S. companies with strong growth potential and positive ESG characteristics.
Reputation and Reliability
ClearBridge Investments is a well-established asset manager with a long history and a strong reputation for its investment expertise.
Management Expertise
ClearBridge has a dedicated team of experienced portfolio managers and analysts focused on growth investing and ESG factors.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an actively managed investment strategy, selecting companies based on growth potential and ESG factors.
Composition Primarily holds stocks of large-cap U.S. companies.
Market Position
Market Share: Data on LRGE market share in its exact fund category is limited and varies across reporting services.
Total Net Assets (AUM): 48600000
Competitors
Key Competitors
- IVW
- VUG
- QQQ
- SCHG
Competitive Landscape
The large-cap growth ETF market is highly competitive with established players like IVW, VUG, and QQQ. LRGE aims to differentiate itself through its ESG focus, but faces the challenge of building AUM and track record against these giants. Advantages of LRGE compared to competitors may include its ESG integration and active management. Disadvantages include a shorter track record and potentially higher expense ratio.
Financial Performance
Historical Performance: Historical performance data varies depending on the source; a detailed review is needed to assess the ETFu2019s performance over different time periods.
Benchmark Comparison: The ETF's performance should be compared to a relevant large-cap growth index, such as the Russell 1000 Growth Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of LRGE is relatively low, which may impact order execution.
Bid-Ask Spread
The bid-ask spread on LRGE can vary, reflecting its liquidity and trading activity.
Market Dynamics
Market Environment Factors
LRGE is affected by factors such as economic growth, interest rates, inflation, and investor sentiment towards growth stocks and ESG investing.
Growth Trajectory
Growth patterns are influenced by factors such as ESG scores, economic performance, sector allocations, and investor appetite for ESG-focused growth strategies.
Moat and Competitive Advantages
Competitive Edge
LRGE's competitive advantage lies in its combination of large-cap growth investing and ESG principles. The active management style provides flexibility to adjust the portfolio based on market conditions and ESG assessments. ClearBridge's investment expertise and focus on sustainable investing may attract investors seeking both growth and social responsibility. A strong emphasis on ESG factors may resonate with a growing segment of investors who prioritize social and environmental impact. The ETF also may perform relatively better in specific markets favoring companies that align with ESG principles.
Risk Analysis
Volatility
LRGEu2019s volatility depends on the volatility of its underlying growth stocks and the broader market.
Market Risk
The ETF is exposed to market risk, sector-specific risk (depending on its sector allocation), and the risk of ESG factors underperforming.
Investor Profile
Ideal Investor Profile
The ideal investor for LRGE is one seeking long-term capital appreciation, aligned with ESG principles, and comfortable with the risks associated with growth stocks.
Market Risk
This ETF may be suitable for long-term investors who prioritize both financial returns and ESG considerations.
Summary
ClearBridge Large Cap Growth ESG ETF (LRGE) seeks capital appreciation through investments in large-cap US growth companies screened for ESG criteria. Its active management strategy aims to outperform benchmarks by selecting stocks with both growth potential and sustainable practices. While it offers a compelling combination of growth and ESG, investors should consider its expense ratio, liquidity, and potential volatility. LRGE is a good choice for investors who seek long-term capital appreciation while prioritizing ESG principles.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- ClearBridge Investments Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and consultation with a financial advisor. Market data is subject to change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.