(LRGE) ClearBridge Large Cap - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US5246822002 • Large Growth
LRGE: Large Cap Stocks, US Equity, ESG Investments
The ClearBridge Large Cap Growth ESG ETF (NASDAQ:LRGE) is designed to provide exposure to large-capitalization U.S. companies that demonstrate strong growth potential while adhering to environmental, social, and governance (ESG) criteria. Under normal market conditions, the fund allocates at least 80% of its net assets, plus borrowings for investment purposes, to equity securities or equivalent instruments of U.S. large-cap companies that meet its ESG and financial standards. This approach combines traditional growth investing with a focus on sustainability and ethical business practices.
As of the latest data, the ETF has an average trading volume of 20,469 shares over the past 20 days, with a last price of $74.16. Its short-term technical indicators show a 20-day moving average of $77.23 and a 50-day moving average of $76.87, while the 200-day moving average stands at $72.84. The Average True Range (ATR) is 1.05, indicating moderate price volatility. The fund manages approximately $410.91 million in assets under management (AUM), reflecting its appeal to investors seeking large-cap growth exposure with an ESG focus.
3-Month Forecast: Based on the provided data, the ETF may face headwinds in the near term, as the last price ($74.16) is below both the 20-day ($77.23) and 50-day ($76.87) moving averages, suggesting potential short-term weakness. However, the 200-day moving average ($72.84) remains below the current price, indicating longer-term strength. The ATR of 1.05 suggests manageable volatility, and the AUM of $410.91 million reflects stable investor interest. Overall, the ETF is expected to remain range-bound with a slight downside bias in the next three months.Additional Sources for LRGE ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
LRGE ETF Overview
Market Cap in USD | 396m |
Category | Large Growth |
TER | 0.47% |
IPO / Inception | 2017-05-22 |
LRGE ETF Ratings
Growth 5y | 81.2% |
Fundamental | - |
Dividend | 11.6% |
Rel. Strength Industry | -3.6 |
Analysts | - |
Fair Price Momentum | 69.56 USD |
Fair Price DCF | - |
LRGE Dividends
Dividend Yield 12m | 0.19% |
Yield on Cost 5y | 0.46% |
Annual Growth 5y | -6.53% |
Payout Consistency | 70.1% |
LRGE Growth Ratios
Growth Correlation 3m | -34% |
Growth Correlation 12m | 88.2% |
Growth Correlation 5y | 70% |
CAGR 5y | 19.13% |
CAGR/Max DD 5y | 0.52 |
Sharpe Ratio 12m | 1.37 |
Alpha | -5.37 |
Beta | 1.07 |
Volatility | 29.56% |
Current Volume | 7.1k |
Average Volume 20d | 13.1k |
As of March 14, 2025, the stock is trading at USD 69.32 with a total of 7,100 shares traded.
Over the past week, the price has changed by -4.27%, over one month by -11.46%, over three months by -10.71% and over the past year by +3.16%.
Yes. Based on ValueRay Analyses, ClearBridge Large Cap (NASDAQ:LRGE) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 81.17 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of LRGE as of March 2025 is 69.56. This means that LRGE is currently overvalued and has a potential downside of 0.35%.
ClearBridge Large Cap has no consensus analysts rating.
According to ValueRays Forecast Model, LRGE ClearBridge Large Cap will be worth about 77.7 in March 2026. The stock is currently trading at 69.32. This means that the stock has a potential upside of +12.12%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 77.7 | 12.1% |