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ClearBridge Large Cap Growth ESG ETF LRGE

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis LRGE

Will LRGE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LRGE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LRGE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LRGE’s parent organization’s priorities and whether they’re in line with investors’ interests.

ClearBridge Large Cap Growth ESG ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings LRGE

More LRGE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.14 20.6 Mil
Technology

Microsoft Corp

7.86 17.7 Mil
Technology

Amazon.com Inc

7.52 17.0 Mil
Consumer Cyclical

JPMorgan 100% US Tr Sec MM Inst

5.18 11.7 Mil
Cash and Equivalents

Meta Platforms Inc Class A

4.60 10.4 Mil
Communication Services

Visa Inc Class A

4.58 10.3 Mil
Financial Services

Apple Inc

4.01 9.0 Mil
Technology

Netflix Inc

3.58 8.1 Mil
Communication Services

UnitedHealth Group Inc

3.10 7.0 Mil
Healthcare

Eaton Corp PLC

2.50 5.6 Mil
Industrials