LRGEClearBridge Large Cap Growth Select ETF

Grow my money9y track recordRanked #1,056 of 2,960 in this goal

Seeks long-term capital appreciation through investing in large-capitalization companies with high growth.

By Franklin Templeton Investments · Launched 2017

Annual Cost

0.48%

#2,335 of 5,562 · average

Fund Size

$456M

#1,640 of 5,562 · large

Return (1Y)Goal

+12.2%

Track Record

9 years

#1,561 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,255+12.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

Focus

ESG

Index tracked

Russell 1000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 65.8% of fundconcentrated

NVIDIA Corp

16.0%

Apple Inc

9.0%

Amazon.com Inc

8.5%

Meta Platforms Inc

8.2%

Tesla Inc

5.6%

Visa Inc

4.7%

Netflix Inc

3.7%

TSMC

3.6%

Palo Alto Networks Inc

3.4%

Oracle Corp

3.2%

Asset allocation

Stocks

98.6%

Cash

1.4%

By sector

Technology

48.0%

Consumer Cyclical

17.4%

Communication

13.7%

Financial Services

6.0%

Healthcare

5.9%

Industrials

4.3%

Basic Materials

2.6%

Consumer Defensive

2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.1%Moderate

Year-on-year price swings

Max drawdown

-37.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.81Decent risk-adjusted returns

Sortino (3Y)

1.16Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation through investing in large-capitalization companies with high growth.
Strategy: Invests primarily in U.S. large-cap growth companies, focusing on those with high future earnings potential. The subadviser employs rigorous analysis to select companies with sustainable competitive advantages and strong fundamentals. The fund maintains a concentrated portfolio of about 30 securities, emphasizing long-term growth while managing volatility. It may also invest in foreign companies with similar characteristics.
Inception date: May 22, 2017
Fund family: Franklin Templeton Investments