LRGEClearBridge 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 MSCI ESG Analytics Insight
ClearBridge Large Cap Growth ESG ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.21 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ClearBridge Large Cap Growth ESG ETF ranks in the 30th percentile within its peer group and in the 12nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LRGE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
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 Top 10 Holdings[View All]
LRGE Economic Development
LRGE Performance Statistics
LRGE MSCI ESG Ratings
LRGE Benchmark Comparison Summary
LRGE Benchmark Comparison Market Cap Size