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Upturn AI SWOT - About
ClearBridge Large Cap Growth ESG ETF (LRGE)
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Upturn Advisory Summary
08/14/2025: 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 35.6% | Avg. Invested days 60 | 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 08/14/2025 |
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 long-term capital appreciation by investing in a portfolio of large-cap U.S. companies demonstrating strong growth potential and favorable environmental, social, and governance (ESG) characteristics. It focuses on companies believed to have sustainable competitive advantages and above-average growth prospects.
Reputation and Reliability
ClearBridge Investments is a well-regarded asset manager with a history of providing investment solutions across various asset classes.
Management Expertise
The management team comprises experienced investment professionals with expertise in growth investing and ESG analysis.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: LRGE employs an active management strategy, selecting securities based on fundamental research and ESG considerations rather than tracking a specific index.
Composition The ETF primarily holds U.S. large-cap stocks, emphasizing companies with high growth potential and strong ESG profiles.
Market Position
Market Share: Data unavailable, as market share for ESG-focused large cap growth ETFs is a nascent and fragmented metric. Tracking requires specific segmentation analysis.
Total Net Assets (AUM): Data unavailable.
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 ESG ETF market is competitive, with several established players. LRGE differentiates itself through its active management and focus on high-growth companies with strong ESG characteristics. Advantages include potential for outperformance through stock selection. Disadvantages include potentially higher fees than passively managed competitors and risk of underperformance due to stock selection.
Financial Performance
Historical Performance: Historical data not sufficient, as LRGE is relatively new.
Benchmark Comparison: Insufficient historical data for benchmark comparison.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
Average trading volume information is not available due to the newness of the ETF.
Bid-Ask Spread
Bid-ask spread data is not available due to the newness of the ETF.
Market Dynamics
Market Environment Factors
LRGE's performance is influenced by factors such as economic growth, interest rates, technology sector performance, and investor sentiment towards ESG investing.
Growth Trajectory
Given the ETF's recent inception, its growth trajectory will depend on its ability to attract assets and deliver competitive performance within the large-cap growth ESG space. Strategy changes and holdings will depend on market conditions and management decisions.
Moat and Competitive Advantages
Competitive Edge
LRGE's competitive edge lies in its active management approach combined with a focus on identifying high-growth companies with strong ESG profiles. This dual focus seeks to outperform passively managed ESG ETFs. The experienced management team at ClearBridge Investments may also contribute to superior stock selection. However, its newer status means it needs to build a performance track record and AUM to compete effectively.
Risk Analysis
Volatility
Volatility data unavailable due to the ETF's recent inception. However, expect volatility correlated with large-cap growth stocks.
Market Risk
Market risk includes potential downturns in the overall stock market, sector-specific risks (e.g., technology), and changes in investor sentiment towards growth stocks and ESG investing.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through investments in large-cap growth companies with strong ESG characteristics.
Market Risk
LRGE is suitable for long-term investors with a growth-oriented investment strategy and an interest in ESG investing.
Summary
The ClearBridge Large Cap Growth ESG ETF is an actively managed fund focusing on U.S. large-cap companies with high growth potential and favorable ESG profiles. It aims to outperform passively managed ESG ETFs through active stock selection. Given its recent launch, LRGE's future success depends on its ability to attract assets and deliver strong performance. It is suitable for long-term investors who prioritize growth and ESG considerations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ClearBridge Investments Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Data may be delayed or inaccurate.
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.