ClearBridge All Cap Growth ESG ETF (CACG)
ETF overview
The ClearBridge All Cap Growth ESG ETF aims to construct a diverse equity portfolio comprising companies of all sizes – large, mid, and small capitalization. Its objective is to identify firms with the potential for robust, long-term expansion in earnings or cash flow, while simultaneously adhering to its strict environmental, social, and governance (ESG) criteria. The fund's subadviser employs a meticulous, bottom-up investment strategy. This involves uncovering businesses that may be undervalued by the market but possess strong underlying fundamentals, management teams whose incentives align with growth, a leading presence in specialized market segments, or products and services enjoying significant customer demand.
Fund facts
- Expense ratio
- 0.54%
- Fund assets
- 119.89M USD (all share classes)
- Issuer
- Franklin
- Inception date
- May 2, 2017
- Number of holdings
- 41
Breakdown
Holdings (41)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP | NVDA | 10.12% |
| MICROSOFT CORP | 4338.HK | 7.96% |
| AMAZON.COM INC | AMZN | 7.28% |
| UNITEDHEALTH GROUP INC | UNH | 4.70% |
| META PLATFORMS INC-CLASS A | META | 4.68% |
| APPLE INC | AAPL.MX | 4.64% |
| NETFLIX INC | NFLX | 4.47% |
| JPMORGAN 100% US TREASU-L | JTSXX | 4.13% |
| VISA INC-CLASS A SHARES | V | 4.02% |
| PALO ALTO NETWORKS INC | 0KF5.L | 2.99% |
| and 28 more | ||
Similar ETFs
- ClearBridge Large Cap Growth Select ETFLRGE · Overlap 50% · Expense ratio 0.48%
- BNY Mellon Concentrated Growth ETFBKCG · Overlap 46% · Expense ratio 0.50%
- Schwab U.S. Large-Cap Growth ETFSCHG · Overlap 44% · Expense ratio 0.04%
- Suncoast Select Growth ETFSEMG · Overlap 44% · Expense ratio 0.60%
- AB US Large Cap Strategic Equities ETFLRGC · Overlap 44% · Expense ratio 0.39%
- GMO US Quality ETFQLTY · Overlap 44% · Expense ratio 0.50%
- Natixis Loomis Sayles Focused Growth ETFLSGR · Overlap 43% · Expense ratio 0.59%
- WisdomTree U.S. Quality Growth FundQGRW · Overlap 43% · Expense ratio 0.28%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
ClearBridge All Cap Growth ESG ETF (CACG)
- Expense ratio
- 0.54%
- Fund assets
- 119.89M USD (all share classes)
- Issuer
- Franklin
- Inception date
- May 2, 2017
- Number of holdings
- 41
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP | NVDA | 10.12% |
| MICROSOFT CORP | 4338.HK | 7.96% |
| AMAZON.COM INC | AMZN | 7.28% |
| UNITEDHEALTH GROUP INC | UNH | 4.70% |
| META PLATFORMS INC-CLASS A | META | 4.68% |
| APPLE INC | AAPL.MX | 4.64% |
| NETFLIX INC | NFLX | 4.47% |
| JPMORGAN 100% US TREASU-L | JTSXX | 4.13% |
| VISA INC-CLASS A SHARES | V | 4.02% |
| PALO ALTO NETWORKS INC | 0KF5.L | 2.99% |
| and 28 more | ||
The ClearBridge All Cap Growth ESG ETF aims to construct a diverse equity portfolio comprising companies of all sizes – large, mid, and small capitalization. Its objective is to identify firms with the potential for robust, long-term expansion in earnings or cash flow, while simultaneously adhering to its strict environmental, social, and governance (ESG) criteria. The fund's subadviser employs a meticulous, bottom-up investment strategy. This involves uncovering businesses that may be undervalued by the market but possess strong underlying fundamentals, management teams whose incentives align with growth, a leading presence in specialized market segments, or products and services enjoying significant customer demand.
- ClearBridge Large Cap Growth Select ETFLRGE · Overlap 50% · Expense ratio 0.48%
- BNY Mellon Concentrated Growth ETFBKCG · Overlap 46% · Expense ratio 0.50%
- Schwab U.S. Large-Cap Growth ETFSCHG · Overlap 44% · Expense ratio 0.04%
- Suncoast Select Growth ETFSEMG · Overlap 44% · Expense ratio 0.60%
- AB US Large Cap Strategic Equities ETFLRGC · Overlap 44% · Expense ratio 0.39%
- GMO US Quality ETFQLTY · Overlap 44% · Expense ratio 0.50%
- Natixis Loomis Sayles Focused Growth ETFLSGR · Overlap 43% · Expense ratio 0.59%
- WisdomTree U.S. Quality Growth FundQGRW · Overlap 43% · Expense ratio 0.28%
Overlap is the share of assets the two funds hold in common.
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