LRGE ClearBridge Large Cap Growth ESG ETF
LRGE Fund Description
LRGE is actively-managed to invest in global large-cap growth stocks with positive environmental, social, and governance (ESG) traits. The fund aims for long-term capital appreciation.
LRGE Factset Analytics Insight
LRGE’s 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 fund’s 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.
LRGE Summary Data
LRGE Portfolio Data
LRGE Index Data
LRGE Portfolio Management
LRGE Tax Exposures
LRGE Fund Structure
LRGE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LRGE. LRGE is rated a 5 out of 5.
LRGE Sector/Industry Breakdown
LRGE Economic Development
LRGE Performance Statistics
LRGE Benchmark Comparison Summary
LRGE Benchmark Comparison Market Cap Size