Morningstar

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 sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings LRGE

More LRGE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.96 34.4 Mil
Technology

Microsoft Corp

7.22 27.7 Mil
Technology

Amazon.com Inc

7.07 27.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.14 19.7 Mil
Communication Services

Apple Inc

4.83 18.6 Mil
Technology

Visa Inc Class A

4.67 17.9 Mil
Financial Services

Netflix Inc

4.01 15.4 Mil
Communication Services

UnitedHealth Group Inc

3.90 15.0 Mil
Healthcare

JPMorgan 100% US Tr Sec MM Inst

3.34 12.8 Mil
Cash and Equivalents

Palo Alto Networks Inc

2.42 9.3 Mil
Technology

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