Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
ClearBridge Large Cap Growth ESG ETF(LRGE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LRGE
11/13/2026: LRGE (2-star) is currently NOT-A-BUY. Pass it for now.
LRGE provides actively managed exposure to US large-cap growth companies with an integrated ESG mandate. Managed by ClearBridge Investments, the fund leverages fundamental research to select quality growth assets, offering a potential advantage over passive alternatives through active risk management. While its higher expense ratio and focus on growth may introduce volatility, it is well-suited for long-term investors seeking alignment between their portfolio and sustainability criteria. Investors should monitor the fund’s expense ratio relative to its performance and the broader growth equity environment.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund specifically targets large-cap companies with significant growth potential. |
| Momentum investor | Mixed fit | Active management may not capture momentum as effectively as a rules-based strategy, but the focus on growth is a positive signal. |
| Value investor | Weak fit | The fund prioritizes growth metrics over traditional valuation multiples. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation rather than income generation or dividend yield. |
| Low-risk investor | Weak fit | Large-cap growth equities inherently carry higher market volatility than broader or defensive funds. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term growth with a preference for ESG-screened, actively managed strategies.
Suitability
Best for long-term investors who prioritize active oversight and ESG alignment over minimizing management fees.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are sensitive to market fluctuations and changes in interest rate expectations. |
| Market risk | Medium / high | The fund is subject to systemic risks that affect the broader US equity market. |
| Concentration | Medium | An active strategy may result in over-weighting certain sectors compared to a broad index. |
| Tracking/expense | Medium | The active management expense ratio is higher than that of passive, broad-market competitors. |
| Liquidity | Low | The ETF trades with sufficient volume to prevent significant slippage for retail transactions. |
| Business/sector quality | Low | The fund's focus on ESG and fundamental quality helps mitigate long-term business model risks. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund exhibits moderate-to-high historical volatility consistent with a growth-tilted equity portfolio.
Market Risk
Risks are primarily tied to US equity market direction and the growth factor, which is sensitive to macroeconomic shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Information Technology | Large-Cap Technology & Software | 40 | Exposure to high-growth tech firms forms the core of the portfolio's growth potential. |
| Industry | Consumer Discretionary | Consumer Growth and Services | 20 | This sector provides exposure to consumer spending trends and brand-dominant companies. |
| Industry | Healthcare | Healthcare and Biotechnology | 15 | Healthcare holdings offer defensive growth characteristics and long-term demographic tailwinds. |
| Industry | Communication Services | Digital Media and Communications | 15 | These companies provide exposure to global connectivity and digital advertising markets. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Cash balances are maintained for liquidity and to facilitate opportunistic trading. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 28.71% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.