(LRGE) ClearBridge Large Cap - Overview
Etf: Equity, Large-Cap, ESG
Dividends
| Dividend Yield | 0.12% |
| Yield on Cost 5y | 0.21% |
| Yield CAGR 5y | -38.56% |
| Payout Consistency | 75.5% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 23.3% |
| Relative Tail Risk | 5.29% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.01 |
| Alpha | -13.54 |
| Character TTM | |
|---|---|
| Beta | 1.027 |
| Beta Downside | 0.996 |
| Drawdowns 3y | |
|---|---|
| Max DD | 20.26% |
| CAGR/Max DD | 1.02 |
Description: LRGE ClearBridge Large Cap December 28, 2025
The ClearBridge Large-Cap Growth ESG ETF (NASDAQ: LRGE) aims to achieve its growth-oriented objective by allocating at least 80 % of net assets-plus any investment-purpose borrowings-to equities of U.S. large-cap companies that satisfy both financial criteria and a defined environmental, social, and governance (ESG) framework.
As of the latest filing, LRGE carries an expense ratio of 0.45 % and holds roughly 70 % of its assets in the technology, consumer discretionary, and healthcare sectors, with Apple, Microsoft, and Amazon comprising the top three positions. The fund’s ESG score (as measured by MSCI) sits in the top 20 % of large-cap growth peers, and its turnover rate is about 30 % annually, reflecting a moderate level of portfolio rebalancing. Macro-level drivers such as the Federal Reserve’s policy stance on interest rates and corporate earnings growth in the tech sector are key determinants of the ETF’s performance.
If you want a deeper, data-driven look at how LRGE fits into a broader ESG-focused growth strategy, checking out ValueRay’s analytical tools could be a useful next step.
What is the price of LRGE shares?
Over the past week, the price has changed by -3.14%, over one month by -4.96%, over three months by -4.43% and over the past year by +2.09%.
Is LRGE a buy, sell or hold?
What are the forecasts/targets for the LRGE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 89.9 | 13.2% |
LRGE Fundamental Data Overview February 04, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 428.1m USD (428.1m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 428.1m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 428.1m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.70% (E(428.1m)/V(428.1m) * Re(9.70%) + (debt-free company))
Discount Rate = 9.70% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)