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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 50.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.02 31.9 Mil
Technology

Microsoft Corp

7.71 27.3 Mil
Technology

Amazon.com Inc

7.33 25.9 Mil
Consumer Cyclical

Apple Inc

4.64 16.4 Mil
Technology

Meta Platforms Inc Class A

4.33 15.3 Mil
Communication Services

UnitedHealth Group Inc

4.22 14.9 Mil
Healthcare

Visa Inc Class A

4.13 14.6 Mil
Financial Services

Netflix Inc

3.82 13.5 Mil
Communication Services

JPMorgan 100% US Tr Sec MM Inst

3.69 13.0 Mil
Cash and Equivalents

Palo Alto Networks Inc

2.48 8.8 Mil
Technology