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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 cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LRGE

More LRGE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.26 18.1 Mil
Technology

NVIDIA Corp

8.07 17.7 Mil
Technology

Amazon.com Inc

7.82 17.1 Mil
Consumer Cyclical

JPMorgan 100% US Tr Sec MM Inst

5.03 11.0 Mil
Cash and Equivalents

Visa Inc Class A

4.72 10.4 Mil
Financial Services

Meta Platforms Inc Class A

4.64 10.2 Mil
Communication Services

Netflix Inc

3.80 8.3 Mil
Communication Services

Apple Inc

3.69 8.1 Mil
Technology

UnitedHealth Group Inc

3.01 6.6 Mil
Healthcare

W.W. Grainger Inc

2.53 5.5 Mil
Industrials