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ClearBridge All Cap Growth ESG ETF CACG

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

Morningstar’s Analysis CACG

Will CACG 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 CACG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CACG 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 CACG’s parent organization’s priorities and whether they’re in line with investors’ interests.

ClearBridge All 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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CACG

More CACG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.36 8.8 Mil
Consumer Cyclical

Microsoft Corp

5.41 6.5 Mil
Technology

NVIDIA Corp

5.38 6.4 Mil
Technology

Meta Platforms Inc Class A

5.03 6.0 Mil
Communication Services

Broadcom Inc

3.96 4.8 Mil
Technology

UnitedHealth Group Inc

3.84 4.6 Mil
Healthcare

Vertex Pharmaceuticals Inc

3.08 3.7 Mil
Healthcare

Visa Inc Class A

2.99 3.6 Mil
Financial Services

Netflix Inc

2.91 3.5 Mil
Communication Services

CrowdStrike Holdings Inc Class A

2.69 3.2 Mil
Technology