Key stats
About ClearBridge Large Cap Growth ESG ETF
Expense ratio
0.48%
Home page
Inception date
May 22, 2017
LRGEs manager seeks to invest for the long run by identifying social and economic trends that will have an impact on the economy as a whole. The strategy emphasizes companies with similar economic characteristics to Russell 1000 Growth Index, while screening for specific financial and ESG criteria. The funds ESG screen considers factors such as workplace policies, employee benefits, environmental management, eco-efficiency, community involvement, strategic philanthropy, strong corporate governance, and board independence. Fundamental metrics are measured by traditional analysis such as discounted cash flow, market implied growth, and scenario analysis. LRGE uses the ESG information collected to assign proprietary ClearBridge ESG ratings to each security. Ultimately, the narrow portfolio will hold 40-50 securities with ESG ratings of A, AA, or AAA. On June 14, 2024, sibling fund ClearBridge All Cap Growth ESG ETF (CACG) was fully reorganized into the 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
Stocks96.65%
Technology Services28.77%
Electronic Technology19.87%
Health Technology9.39%
Commercial Services8.69%
Retail Trade8.23%
Finance4.29%
Transportation3.48%
Health Services2.75%
Distribution Services2.31%
Producer Manufacturing2.20%
Process Industries1.76%
Consumer Durables1.71%
Consumer Services1.40%
Consumer Non-Durables1.21%
Utilities0.57%
Bonds, Cash & Other3.35%
Mutual fund3.35%
Miscellaneous−0.00%
Stock breakdown by region
North America98.87%
Europe1.13%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history