Key stats
About ClearBridge All Cap Growth ESG ETF
Expense ratio
0.54%
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Inception date
May 3, 2017
CACG relies on its portfolio managers and sector analysts to build its actively-managed portfolio. The fund uses a bottom-up investment process based on extensive fundamental research to select large-, mid, and small-cap stocks that meet financial and ESG criteria. The fund seeks inefficiently priced companies with strong fundamentals, incentive-driven management teams, dominant positions in niche markets and/or goods and services that are in high customer demand. Additionally, their proprietary research approach includes an assessment of a companys compliance to ESG standards such as innovative workplace policies, employee benefits and programs, environmental management system strength, eco-efficiency, and strong corporate governance. CACG intends to invest in stocks for long-term, leading to a low-portfolio turnover. Prior to July 01, 2021, the fund was named ClearBridge All Cap Growth ETF.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Health Technology
Stocks98.75%
Technology Services31.12%
Electronic Technology16.58%
Health Technology11.53%
Retail Trade9.96%
Commercial Services6.29%
Health Services3.91%
Consumer Services3.81%
Consumer Non-Durables3.35%
Producer Manufacturing3.21%
Transportation3.12%
Finance2.13%
Distribution Services1.52%
Non-Energy Minerals0.97%
Process Industries0.94%
Consumer Durables0.31%
Bonds, Cash & Other1.25%
Mutual fund1.25%
Stock breakdown by region
North America99.18%
Europe0.82%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history